Create contact and store ID uploads for onboarding
Create contact and store ID uploads for onboarding
You get onboarding submissions with ID photos but missing context, forcing manual saves and slowing project starts. It creates contacts and saves named files so coordinators can start setup fast.
Workflow preview:
Zap details:
Overview
Stop losing time saving ID photos and rebuilding contact records by hand. This flow captures onboarding submissions, stores named files in your cloud folder, and creates a contact so project coordinators can begin work same day.