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Create onboarding task from new client form entry

Create onboarding task from new client form entry

Your client onboarding form responses arrive without structured items, forcing coordinators to rekey details and delaying setup. Get structured onboarding items created automatically same day.

Create onboarding task from new client form entry

Overview

When intake forms require manual rekeying, onboarding stalls and data quality suffers. This flow creates structured onboarding items and maps key fields to your board so coordinators can begin setup same day.

Create onboarding task from new client form entry