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Create client intake rows from webhook form posts

Create client intake rows from webhook form posts

Your client intake submissions arrive as untracked messages, delaying coordinator triage and billing. Coordinators can triage and prepare invoices within minutes.

Create client intake rows from webhook form posts

Overview

Stop manual copy-and-paste for client intake; incoming submissions land directly in your shared roster so coordinators can act immediately. That means faster triage and invoices prepared within minutes, freeing operations staff for higher-value work.

Create client intake rows from webhook form posts