Send assessment agreement email and update project status
Send assessment agreement email and update project status
Your intake form submissions lack a signed agreement, delaying site visits and creating extra scheduling work. It sends the agreement email and updates the record so visits can be scheduled same day.
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Overview
Stop waiting days for signed agreements — this flow sends a prefilled assessment link the moment a form is submitted and updates your project record automatically. Program coordinators can confirm and schedule site visits same day, reducing back-and-forth and manual handoffs.