Update application and contact records from onboarding form
Update application and contact records from onboarding form
Your onboarding form responses don't update application or contact records, so staff must copy entries manually and delay outreach. This creates consistent records and starts onboarding same day.
Overview
Onboarding submissions that don't flow into your database create manual work and slow welcome outreach. This workflow writes normalized applicant and contact data into your records and triggers onboarding updates, letting the principal and coordinators act same day.