Create triage task from new lead analysis for ops

Your lead forms arrive without quality context, slowing triage and outreach for dental appointment requests. It tags quotable leads and opens a ticket so intake staff can follow up same day.

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Zap details:

Overview

Stop letting uncertain leads slow down intake: this flow reads each new submission, classifies spam vs. new-patient intent, updates the lead record, and opens a triage ticket so intake can act same day. That means faster outreach, consistent tagging for reporting, and fewer missed appointment opportunities.