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Create client intake records from moved project cards

Create client intake records from moved project cards

When Trello intake cards miss client details, onboarding stalls and scheduling slips. It creates client records, schedules work, and adds intake notes so projects start same day.

Create client intake records from moved project cards

Overview

Intake cards that land in your operations list should trigger onboarding, not manual copy-paste. This flow converts a moved card into a searchable client record, scheduling task, and intake note so project managers can start work the same day.

Create client intake records from moved project cards