Send intake confirmation email to new form submitters

You get intake forms for tax and registration on your site; missed notifications stall onboarding. It sends a confirmation to the submitter and creates a staff-ready record for same-day review.

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Overview

Missed or inconsistent intake notifications slow onboarding and delay billing; this flow guarantees every site submission becomes a readable confirmation and staff-ready record. That means your coordinators and accounting staff get what they need to act the same day, cutting manual handoffs.