Update onboarding project instantly from new form reply
Update onboarding project instantly from new form reply
Your onboarding survey replies arrive without project context, so coordinators can't complete handoffs. They get appended to the matching onboarding project so coordinators can act same day.
Overview
When onboarding forms aren't tied to projects, coordinators waste time hunting for context and handoffs stall. This flow formats each response and appends it to the matching onboarding project, with ops alerted on failures, so handoffs complete same day.