Update approvals board with intake forms for rollovers
Update approvals board with intake forms for rollovers
Your onboarding and rollover form responses go untriaged and delay approvals. This posts intake fields to the approvals board so coordinators can triage and approve same day.
Workflow preview:
Zap details:
Overview
Reduce intake friction and ensure rollover paperwork never stalls account setup. By writing normalized form data directly to the approvals board, coordinators and compliance reviewers get full context and can approve same day, eliminating manual transcription delays.