Skip to content
Log inSign up
Templates
Create new business item from client account form

Create new business item from client account form

Your account-opening forms arrive untracked, delaying intake and advisor follow-up. Intake is added to your project board and tasks start automatically, ensuring paperwork is ready same day.

Create new business item from client account form

Overview

When intake forms sit unprocessed, onboarding stalls and advisors miss timely outreach. This flow creates a tracked intake item and kicks off intake tasks automatically, so paperwork is captured and advisors can follow up the same day.

Create new business item from client account form