Update client records when onboarding forms are submitted
Update client records when onboarding forms are submitted
Your onboarding form can arrive with a different email than the client record, causing mismatches. It aligns records and alerts coordinators for merge before onboarding starts.
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Overview
When onboarding forms arrive with mismatched emails, coordinators waste time reconciling records and onboarding can stall. This workflow updates client records when a match exists and flags mismatches to Slack so coordinators can merge before onboarding starts.