Post completed client intake form to integration endpoint
Post completed client intake form to integration endpoint
Client intake forms finish unprocessed, leaving contacts unnotified and onboarding stalled. It sends contact and schedule fields to your integration endpoint so coordinators can act same day.
Overview
When client intake forms finish in the hub they often go unprocessed, leaving contacts unnotified and onboarding delayed. Routing structured intake to your integration endpoint ensures integrators and coordinators get contact and schedule context within minutes, so onboarding can proceed same day.