Route new intake records to assigned owner webhook

Your intake table entries lack owner routing, leaving cases unassigned and slowing outreach. Owners are assigned automatically, letting coordinators contact clients the same day.

Route new intake records to assigned owner webhook

Overview

When intake records arrive without owner routing, client outreach stalls and coordinators waste time on manual handoffs. This flow sends owner-assignment payloads to your case management endpoint so intake coordinators have owner context and can contact clients the same day.

Route new intake records to assigned owner webhook