Use Case
Intake & Applications
Collect structured data, qualify leads, and route submissions automatically. Perfect for client intake, service requests, applications, and registrations.
Start Free TrialIntake workflow examples
Client Intake
Structured client onboarding from first contact
1.
Initial form → contact info, company details, needs
2.
Qualification → score lead based on criteria
3.
Team assignment → route to right person/department
4.
Follow-up → automated email with next steps
5.
CRM sync → create contact and opportunity
Service Requests
Organize and route service requests efficiently
1.
Request form → describe issue, priority, category
2.
Auto-triage → categorize and prioritize
3.
Assignment → route to appropriate team member
4.
Status tracking → requester gets real-time updates
5.
Resolution → close ticket and request feedback
Applications & Registrations
Process applications with automated review
1.
Application form → collect all required information
2.
Document upload → transcripts, IDs, certificates
3.
Review process → route to review committee
4.
Approval decision → approve/reject with reason
5.
Notification → inform applicant of decision
Intake automation features
Smart Qualification
Score and qualify submissions based on custom criteria. Route high-value leads to senior team members automatically.
Instant Notifications
Notify the right people immediately. Slack alerts, email notifications, SMS for urgent requests.
Auto-Assignment
Round-robin assignment, load balancing, or rule-based routing. Ensure even distribution and fast response times.