Send upload request when a client emails an attachment

Your clients email documents into your inbox and those attachments get overlooked. This sends a clear upload request and links files to the client folder so intake is complete same day.

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Zap details:

Overview

Incoming attachments buried in an inbox delay intake and force manual chasing. This flow finds the client record, points the client to their folder, and sends a concise upload request so your program coordinator has materials ready same day.