Create onboarding record and trigger coordinator tasks fast

Your membership form submissions often lack matching contact records, forcing manual lookups and delaying onboarding. You get routed onboarding records and coordinated checks same day.

Overview

Missing CRM links from membership forms force coordinators into manual triage and slow outreach. This flow captures each submission into an onboarding record, notifies memberships ops when contacts are missing, and routes coordinator checks so staff can act the same day.