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Create case records from incoming case entries for staff

Create case records from incoming case entries for staff

New intake case entries can arrive unlinked, leaving matters untracked and delaying triage. The workflow creates a CRM case with owner fields so caseworkers start triage same day.

Create case records from incoming case entries for staff

Overview

Intake case entries that arrive unlinked create manual work and delay client contact. This flow writes each new intake into your CRM and populates owner-facing fields so program coordinators can start triage the same day.

Create case records from incoming case entries for staff