Create wayleave tasks from incoming survey form submissions
Create wayleave tasks from incoming survey form submissions
Your survey form submissions often lack a linked matter, leaving surveyors unassigned and intake delayed. It creates matter actions and notes so coordinators can assign crews same day.
Overview
When survey forms arrive without a linked matter, intake and dispatch stall and crews wait for direction. This flow converts each submission into either a matter note or an assigned action, so coordinators can dispatch surveyors same day and reduce manual triage.