Send intake alerts to care coordinators for new contacts
Send intake alerts to care coordinators for new contacts
Your intake records often arrive without an assigned owner, leaving coordinators unsure who to contact. The alert surfaces key intake details so coordinators can assign ownership same day.
Workflow preview:
Zap details:
Overview
When intake rows update without clear ownership, coordinators spend time hunting for context and outreach is delayed. This flow delivers a formatted alert to your intake channel so coordinators can claim ownership and begin outreach the same day.