Update intake records when case status changes for clients
Update intake records when case status changes for clients
Your intake records lose practice-area and language tags when case fields change. The flow updates the intake table so coordinators can route clients same day.
Overview
Case custom fields drive routing; when those tags fall out of sync your intake coordinators can’t route clients efficiently. This flow keeps case tags mirrored into your intake table so coordinators regain routing context and can act same day.