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Create service delivery records from intake form submissions

Create service delivery records from intake form submissions

Your intake forms sometimes go unprocessed, leaving payment and case details missing. Create Service Delivery records automatically so coordinators can start approvals the same day.

Create service delivery records from intake form submissions

Overview

Intake forms that sit unprocessed slow approvals and delay payments to families in need. This flow converts each submission into a standardized Service Delivery record and normalizes address and quantity data so program coordinators can begin approvals and payments the same day.

Create service delivery records from intake form submissions