Create family contact records from intake webhooks fast
Create family contact records from intake webhooks fast
Your intake webhooks often include spouse or guardian details that aren't added to client files, leaving contact records incomplete. That creates full contact entries so coordinators can act same day.
Overview
Intake payloads often carry spouse and guardian details that never make it into client records, creating manual follow-up and slower case starts. This flow parses those nested blocks and creates contact entries automatically so intake coordinators have complete contact files and outreach can happen same day.