Update client records after support plan form submission
Update client records after support plan form submission
Your participant support plan submissions sit outside client records, causing missed follow-ups and audit gaps. It writes plan dates and updates contact properties so coordinators can act same day.
Overview
Support plans submitted on mobile forms often never make it into client records, leaving coordinators without the dates they need to act. This flow writes plan dates to your client table and updates CRM contact properties automatically so program coordinators can follow up the same day.