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Create case records from intake form submissions for triage

Create case records from intake form submissions for triage

You get intake submissions untriaged, forcing manual entry and delaying case setup. The flow creates a complete case record so coordinators can begin triage same day.

Create case records from intake form submissions for triage

Overview

When intake forms arrive untriaged, coordinators spend hours on manual entry and urgent cases can sit idle. This flow turns each submission into a complete case record and an intake task, so triage starts same day and intake backlog is reduced.

Create case records from intake form submissions for triage