Skip to content

Update client setup sheet when intake issue completes

Your intake issues marked Done lack owner and timestamp in the client setup sheet, stalling handoffs. The workflow surfaces owner and completion time so coordinators act same day.

Update client setup sheet when intake issue completes

Workflow preview:

Zap details:

Overview

When intake issues are closed without sheet updates, onboarding handoffs stall and coordinators lose time. This flow writes assignee and completion time into your client setup sheet so coordinators can complete follow-up the same day.

Update client setup sheet when intake issue completes