Create onboarding records from new form responses for intake

Your onboarding questionnaire responses arrive untracked, leaving coordinators without participant context or tasks for intake. Get structured records added for review and scheduling same day.

Overview

When onboarding questionnaire responses aren't recorded, coordinators waste time and risk missed prep for calls. This flow captures each submission as a structured intake record and routes it for review, so your onboarding team can schedule and prepare same day.