Send contact creation request after signed intake form
Send contact creation request after signed intake form
Signed client intake forms land without a handoff, so shared contacts aren't created and program coordinators wait. It notifies contact admins and prompts linking so records are ready same day.
Overview
Signed intake forms often stall contact creation and slow down client onboarding; this flow routes completed envelopes straight to contact admins and follows up after five days. It turns scattered signed forms into actionable requests so contact records get created and linked the same day.