Create client intake rows and alert owners same day
Create client intake rows and alert owners same day
Your intake payloads often miss self-assessment answers, leaving client records untriaged. The flow logs each submission to a central sheet and notifies the assigned owner so they can act same day.
Overview
Intake payloads that arrive incomplete create manual work and slow down triage. This flow captures each submission into a central intake sheet and pings the assigned owner so issues are visible and handled same day. It turns scattered webhooks into actionable, auditable handoffs.