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Create client project and record from new applicant

Create client project and record from new applicant

Your intake entries often arrive without a started client workflow, delaying contracts and scheduling. The workflow creates a client project and updates your tracker so onboarding begins same day.

Create client project and record from new applicant

Workflow preview:

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Overview

Intake slipping through creates manual work and delayed client starts; this flow turns every new intake row into a started project and a flagged tracker record. That means contracts, scheduling, and onboarding tasks are ready same day instead of waiting for manual setup.

Create client project and record from new applicant