Trigger intake workflows from recent applicants by type
Trigger intake workflows from recent applicants by type
Your applicant intake view collects new records without type routing, leaving downstream workflows and triage stalled. Route applicants to the correct intake workflow for processing within minutes.
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Overview
When applicant records land in a shared intake view, manual routing stalls downstream processes and ties up program coordinators. This flow posts each new applicant to the right intake workflow by type, so processing and triage begin automatically within minutes.