Create legal intake items from incoming referral webhooks
Create legal intake items from incoming referral webhooks
Your referral submissions arrive without a tracked case or contact, stalling coordinators and delaying first outreach. Create consistent case items and dialable contacts so intake is ready the same day.
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Overview
Referrals arriving by webhook often lack a tracked case and delay outreach; this workflow turns each referral into a tracked case record and a callable contact within minutes. Program coordinators can triage the same day, ensuring timely first outreach.