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Create investor intake record and notify backoffice team

Create investor intake record and notify backoffice team

Subscription form responses go unlogged, delaying contract creation and leaving backoffice without investor details. They are logged and emailed to backoffice so contracts are ready within 48 hours.

Create investor intake record and notify backoffice team

Overview

When subscription forms arrive as raw submissions, backoffice and support ops waste time reconciling details and contracts stall. This flow captures each response as an intake record, logs it to your tracking sheet, and emails both backoffice and the investor so contracts can be prepared within 48 hours.

Create investor intake record and notify backoffice team