Update client record when submission flags missing document
Update client record when submission flags missing document
Your intake submissions sometimes arrive without required documents, leaving client records stale and blocking onboarding. The flow updates the record so operations staff can follow up same day.
Overview
Intake forms that flag missing documents often leave onboarding stalled and force manual lookups. This flow keeps client records current and arms operations specialists to reach out same day, reducing bottlenecks in your project workflow.