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Create client record from intake form and confirm

Create client record from intake form and confirm

Your intake form submissions sit unprocessed, leaving client records incomplete and onboarding delayed. The workflow makes new client records and triggers a welcome email, so onboarding starts same day.

Create client record from intake form and confirm

Overview

When intake forms land unprocessed, onboarding stalls and prospects cool off. This workflow captures each submission as a client record and sends an immediate welcome email so your coordinators can start onboarding same day.

Create client record from intake form and confirm