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Create client document vault from updated contact record

Create client document vault from updated contact record

Your client records lack a linked secure vault, forcing consultants to share files manually. The workflow creates and links a client vault so documents are available to the team same day.

Create client document vault from updated contact record

Overview

When contact records arrive without a secure vault, consultants waste time sharing files and onboarding stretches out. This flow automatically provisions and logs a client vault and writes the vault ID back to the contact so files are available to the team same day.

Create client document vault from updated contact record