Skip to content

Send welcome email and update lead status with documents

Webhook lead payloads arrive without a tracked lead or signed documents, stalling intake. The flow emails the lead and updates the record with document links same day.

Send welcome email and update lead status with documents

Workflow preview:

Zap details:

Overview

Inbound leads often arrive without signed documents or record context, which slows intake and delays billable work. This flow delivers a welcome email and marks the lead completed while attaching document links so your intake team can act same day.

Send welcome email and update lead status with documents