Update intake tracker and attach uploaded intake files
Update intake tracker and attach uploaded intake files
Your intake webhooks lack matter links and attachments, forcing manual lookups and delaying case setup. The workflow updates your tracker and attaches files so case managers can act same day.
Workflow preview:
Zap details:
Overview
Intake webhooks often arrive without linked matter IDs or attachments, which forces manual triage and slows case setup. This flow converts each webhook into an updated tracker row with attached files and CRM references so case teams have the files and IDs they need same day.