Send matched client records to downstream case workflow

Intake webhooks often lack linked client context, causing manual lookups and delaying case starts. Matched client details go to your case workflow so coordinators can begin processing same day.

Overview

Manual record lookups slow intake and delay case starts; this flow matches inbound webhook submissions to client records and pushes structured data into your case workflow. Coordinators receive full context and can begin triage within minutes, eliminating avoidable intake lag.