Skip to content
Templates
Create client record and shared folder from form

Create client record and shared folder from form

Your intake forms leave client records and folders uncreated, making coordinators hunt for documents. It creates the client entry and a shared folder so coordinators have everything ready same day.

Create client record and shared folder from form

Workflow preview:

Zap details:

Overview

Intake forms that don't land in your systems slow onboarding and force coordinators to hunt for files. This flow turns every submission into a client record and a shared folder, giving coordinators everything they need same day.

Create client record and shared folder from form