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Create master client file items from intake webhook

Create master client file items from intake webhook

Your intake webhooks lack structured client records, forcing manual entry and delaying file prep. The flow creates master items so records staff can start generation same day.

Create master client file items from intake webhook

Overview

Intake payloads often arrive unstructured and create repetitive manual work that delays physical packet creation. This flow turns each submission into a structured master item so program coordinators and records staff can begin generation the same day.

Create master client file items from intake webhook