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Create client master item from intake webhook submission

Create client master item from intake webhook submission

Your intake submissions lack a unified client master, causing repeated manual entry and missing context for case managers. Get consistent board items so staff begin tasks same day.

Create client master item from intake webhook submission

Overview

Intake submissions often arrive as fragmented notes, which slows case setup and document prep. This workflow creates consistent master items automatically so program coordinators have full client profiles and can start generation and assignments same day.

Create client master item from intake webhook submission