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Create referral intake entries from incoming referral webhooks

Create referral intake entries from incoming referral webhooks

Your referral submissions arrive as payloads that need manual re-entry into intake, delaying nurture and case setup. It creates intake records with context so marketing ops act within the same day.

Create referral intake entries from incoming referral webhooks

Overview

Stop manual handoffs for incoming referrals—this flow captures every inbound payload, enriches it with a case-type lookup, and posts a complete intake record to your intake system. Marketing ops and intake coordinators get full context and can act the same day, removing re-entry delays.

Create referral intake entries from incoming referral webhooks