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Create intake leads from inbound webhook payloads and files

Create intake leads from inbound webhook payloads and files

Intake submissions arrive without tracked leads or attachments, leaving coordinators lacking context and delaying triage. Send complete lead records and files into intake for same-day outreach.

Create intake leads from inbound webhook payloads and files

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Overview

Inbound client data often arrives fragmented and without attached documents, blocking fast triage and outreach. This flow captures the payload, creates a tracked lead with attachments, logs the returned LeadID in your sheet, and gets coordinators working same day.

Create intake leads from inbound webhook payloads and files