Create client onboarding record and provision shared folder
Create client onboarding record and provision shared folder
Your form submissions arrive without client records or shared folders, causing prep delays. The workflow creates a client record and shared folder so coordinators are ready same day.
Overview
When program applications land as form submissions, coordinators spend hours creating records and hunting for documents. This flow captures each submission into a formatted client record, provisions a shared folder, and returns the link so coordinators can start intake same day.