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Create onboarding project from intake form and notify team

Create onboarding project from intake form and notify team

Your intake form submissions aren't turned into onboarding projects, leaving setup tasks untracked and delayed. Create a project and send a team alert so coordinators can start setup same day.

Create onboarding project from intake form and notify team

Overview

Intake forms that sit idle delay onboarding and waste your scarce team time. This flow turns qualifying submissions into a populated onboarding project and posts the link to your team so coordinators can start client setup the same day.

Create onboarding project from intake form and notify team