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Create client and notify team from intake webhook

Create client and notify team from intake webhook

Your intake submissions arrive without structured client records, causing follow-up delays for accountants and intake coordinators. Automated client creation and alerts prepare records for same-day follow-up.

Create client and notify team from intake webhook

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Overview

Stop letting intake submissions sit unprocessed — this flow turns each incoming inquiry into a client/contact record and routes it to the right owner. Intake coordinators receive an email alert so they can complete onboarding and follow up the same day.

Create client and notify team from intake webhook