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Create partner visa client folder and notify team

Your partner visa form submissions sit unprocessed, delaying case setup and client outreach. You get a folder, intake doc, sheet row and a team alert so follow-up starts same day.

Create partner visa client folder and notify team

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Overview

Intake forms that pile up delay outreach and waste team time; this flow converts each submission into a client folder, a populated intake doc, and a logged sheet row so coordinators can begin pre-validation same day. It replaces manual copy‑paste with an immediate internal alert and a confirmation email to the client.

Create partner visa client folder and notify team