Keep IT operations synced when referrals are initiated

IT teams miss creating intake records when referral status flips, causing untracked referrals. This workflow ensures the intake system and board share external IDs so referrals are actionable.

Overview

Untracked referrals create intake delays and operational risk. Connecting the referral board to your intake form makes every initiated referral a tracked record and writes external IDs back to the board, closing the handoff gap. Teams report faster handoffs and fewer missed follow-ups.

Notable Features

Create intake referrals from board
Update board with external ID
Alert intake on new referrals