Send initial client welcome message and form links

Intake form submissions often don't trigger outreach, leaving clients without form links and case managers uninformed. Deliver welcome email, SMS, and a case note so clients have links same day.

Overview

Stop leaving new intakes waiting: this flow sends a welcome email and SMS with authorization links and logs a case note so clients receive next steps within 30 minutes. Program coordinators and case managers get immediate visibility and can start intake work the same day.