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Client Intake Pipeline — Greenfield & Associates

by lorenzespinosaUpdated Jun 2026
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WeWebhook — Intake FormWebhook — Intak…CoValidate FieldsIfIF ValidRTRespond — Validation ErrorRespond — Valid…HRCheck Duplicates — AirtableCheck Duplicate…IfIF DuplicateHRUpdate Existing RecordUpdate Existing…HRAI Classify Case TypeAI Classify Cas…CoMerge AI ClassificationMerge AI Classi…HRHuman Review Gate — QueueHuman Review Ga…IfIF UrgentHRSlack Alert — UrgentSlack Alert — U…HRCRM Create — LawmaticsCRM Create — La…RTRespond — SuccessRespond — Succe…123456789101112131415
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STEPS · 15
Starts on an incoming request

On an inbound intake webhook, validates and transforms the submission, branches on conditions, replies to the caller, and posts the lead to an external API.

Tags

webhookcomplexdiscoveredpending-review
CategoryApprovals & Backoffice
Triggerwebhook
Complexitycomplex
Nodes14
AddedJun 28, 2026