Create new onboarding item from client form submission
Create new onboarding item from client form submission
Your account form submissions are untracked, delaying paperwork and advisor follow-up. This creates a tracking item with contact and contribution details so you can start paperwork same day.
Workflow preview:
Zap details:
Overview
Intake forms that sit idle create manual work and risk missed transfer or contribution windows. This converts each submission into a tracked onboarding item with contact and contribution data so coordinators and advisors can begin paperwork and close steps the same day.