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Create intake items automatically from submitted site forms

Create intake items automatically from submitted site forms

Your intake form submissions go untracked, leaving applicant details scattered and onboarding stalled. Created board items let coordinators start onboarding the same day.

Create intake items automatically from submitted site forms

Overview

Untriaged intake forms stall onboarding and force coordinators into manual entry work. This flow captures each submission and creates a project board item so coordinators have full context and can begin onboarding the same day.

Create intake items automatically from submitted site forms