Skip to content

Notify referral partners and intake team on status change

Your intake referral status changes go unshared, causing missed outreach and delayed case intake. Get status updates to referral contacts and intake coordinators same day.

Notify referral partners and intake team on status change

Workflow preview:

Zap details:

Overview

When intake statuses change, referral partners and intake coordinators must know immediately to stop or continue outreach. This flow routes status changes to your partner feed and intake queue, ensuring same-day responses and fewer missed opportunities.

Notify referral partners and intake team on status change