Create onboarding task from new account form submission

Your new account form responses arrive untriaged and client details get scattered across systems. It creates or updates a single onboarding item so coordinators can start work the same day.

Overview

Stop manual intake work and missed handoffs when new account forms arrive; this flow creates or updates the onboarding item and assigns ownership automatically. Onboarding coordinators get a complete, actionable task within minutes so client setup begins the same day.