Update client records and sheet from intake webhook
Update client records and sheet from intake webhook
Your intake webhook often leaves person records incomplete, delaying scheduling and marketing preference updates. Keep contact, intake, and scheduling links current so you can set up cases same day.
Workflow preview:
Zap details:
Overview
When intake submissions arrive with missing or inconsistent contact details, scheduling stalls and attorneys lack context. This flow keeps person records, scheduling links, and marketing flags synchronized so intake coordinators and you can set up cases same day.