Move new onboarding docs and alert back-office teams

You get onboarding questionnaires as new docs; unfiled forms stall setup and create follow-ups. The flow files each document into the right customer folder and notifies coordinators for same-day triage.

Workflow preview:

Zap details:

Overview

When onboarding questionnaires land unfiled, coordinators waste time locating and triaging them. This flow routes each submission into the right customer folder and notifies back-office and customer success staff within minutes, enabling same-day setup and fewer manual follow-ups.