Move client board card to the correct project list

Your form submissions lack board context, leaving client cards in the wrong list and delaying triage for coordinators. Cards move to the right project list so coordinators can triage requests same day.

Overview

Stop manual board housekeeping that slows client handoffs; when a new intake record arrives, the right card is moved to its matching project list automatically. That gives client success managers immediate context and lets coordinators act on cases same day.