Create intake lead and alert your team instantly
Create intake lead and alert your team instantly
Your intake leads arrive as webhook payloads without context, so paralegals can't prioritize cases. The workflow logs each lead and notifies your intake team for same-day triage.
Workflow preview:
Zap details:
Overview
New inquiry payloads often lack structure, causing paralegals to chase details and delaying triage. This flow captures each incoming lead, formats the summary, posts it to your intake channel, and logs it to your lead sheet so your team can start triage same day.