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Create client records from webhooked form submissions instantly

Create client records from webhooked form submissions instantly

Your intake forms arrive as webhooks without structured client records, stalling onboarding and integrations. New client records are created and populated so coordinators can start onboarding same day.

Create client records from webhooked form submissions instantly

Overview

Intake forms that arrive only as raw webhooks create manual work and delay onboarding. This flow converts each valid submission into a populated client record so IT eliminates data backlog and coordinators can begin onboarding same day.

Create client records from webhooked form submissions instantly