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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

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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