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Create onboarding task from client intake form submissions

Create onboarding task from client intake form submissions

Your intake form responses arrive untracked, delaying template production and account setup for new agent customers. Start onboarding tasks, notify design and ops, and begin work the same day.

Create onboarding task from client intake form submissions

Overview

Intake forms are how new agent relationships start, but when submissions sit untracked your design and onboarding teams stall. This flow converts each response into a tracked task, pings the right channels, and gets branded work started the same day.

Create onboarding task from client intake form submissions