Create client intake records from drop-off form entries
Create client intake records from drop-off form entries
Your drop-off form submissions arrive unstructured, causing staging delays and missed pickup windows for donations. They are routed into intake records so coordinators can schedule pickups the same day.
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Overview
Unstructured drop-off submissions slow staging and create missed pickups. This flow converts each submission into a coordinator-ready intake record and standardizes pickup dates so your team can schedule and complete pickups the same day.