Update case status to imminent for urgent requests
Update case status to imminent for urgent requests
Your arrangement form submissions lack priority flags, so urgent cases sit untriaged on the case board. It tags qualifying submissions as imminent and updates the board for same-day case manager action.
Workflow preview:
Zap details:
Overview
When arrangement forms arrive without clear urgency, case managers can’t prioritize same-day needs. This flow finds the matching case, waits briefly for duplicates, and marks true urgent submissions as Imminent so coordinators can act the same day.