Create client record and send prefilled intake link
Create client record and send prefilled intake link
Your intake submissions lack a matching client record and prefilled form, causing follow-up delays and missed onboarding steps. Receive client profile and emailed prefilled link to finish onboarding that day.
Workflow preview:
Zap details:
Overview
Intake submissions that don't create client profiles slow down billable onboarding and increase manual work. This flow captures the submission, builds the client record, generates a shortened prefilled intake link, emails the client and alerts your team so onboarding finishes the same day.