Process client intake data locally for maximum speed, privacy, and security — without sending sensitive client information outside your environment.
Your client intake is still manual. It doesn't have to be.
Form collection, data validation, CRM entry, follow-ups — StitchOps automates the entire intake pipeline across every system you use.
What StitchOps Does for Client Intake
Automate every step from form to CRM— no manual data entry.
StitchOps connects your intake forms, CRM, email, and team channels into one automated workflow. Describe what you need in plain English. Get a production-ready intake pipeline in seconds.
Collect From Any Channel
Web forms, emails, messaging platforms — intake data flows into one pipeline regardless of source.
Validate Data in Real Time
AI checks submissions for missing fields, formatting errors, and duplicates before they hit your CRM.
Populate Your CRM Automatically
Validated client records flow directly into Salesforce, with no copy-pasting or manual data entry.
Trigger Follow-Up Workflows
Notify your team on Slack, schedule follow-ups, and kick off onboarding — all triggered by intake completion.
1,000+
Pre-built connectors including Salesforce and Slack
<5%
Workflow failure rate vs 60% for traditional RPA
99.9%
Uptime SLA for production intake workflows
Intake That Improves Itself
Stop fixing intake workflows every time something changes.
Observe
Records how your team processes intake today — form submissions, CRM entries, follow-up steps.
Adapt
AI vision adjusts when portals, forms, or CRM layouts change — no brittle selectors, no manual fixes.
Scale
Roll proven intake workflows across offices, departments, and client types with parallel execution.
Built for Real Intake Operations
Built for real intake operations— not just clean APIs.
Keep client data private and in your control
Launch intake automation in days — not months
Automate your intake process without engineering backlogs or long implementation cycles. Visual builder, 1,000+ pre-built connectors, and guided onboarding.
Intake automation that doesn't break itself
Grounded in your business data, deterministic intake workflows execute reliably without surprises. Same inputs always produce same outputs.
Be audit-ready for every client record
Turn automated intake workflows into real-time compliance records. Git-based audit trails provide cryptographically verifiable logs of every client record processed.
Before vs After StitchOps
Not just another intake tool.
Most form tools collect data but can't move it. Most CRMs accept data but can't collect it. StitchOps runs the entire intake pipeline end to end.
Manual Intake
With StitchOps
Data collection
Manual form review
Auto-collected from any channel
Data validation
Staff checks each field
AI validates in real time
CRM entry
Copy-paste into Salesforce
Records created automatically
Follow-ups
Manual emails and calls
Triggered automatically
Compliance
Manual documentation
Auto-generated audit trails
Real Results
Real results from real companies.
96%
Reduction in intake processing time
95%
Onboarding intake time saved
+45%
Client satisfaction improvement
“The auto-healing workflows adapted automatically when our suppliers changed their invoice format. That saved us weeks of manual reconfiguration.”
Finance Team Lead, Fortune 500 Company
“New employees now have all accounts, access, and documentation ready on day one. Zero manual work required.”
HR Director, Mid-Market Tech Company
“Tickets are routed instantly to the right specialist. Common issues are solved automatically, freeing our team for complex problems.”
VP of Customer Success, SaaS Company (1000+ employees)
Get Started
From manual intake to automated pipeline in days.
1. Free Intake Audit
We review your top 3 manual intake steps and show you exactly what StitchOps can automate. 15 minutes, no pitch.
2. Build Your Intake Pipeline
Describe your intake process in plain English or use Record Once. AI generates a production-ready pipeline.
3. Test in Parallel
Run StitchOps alongside your current intake process with zero downtime. Validate results before switching.
4. Scale Across Your Org
Roll proven intake workflows across offices and client types. Thousands of concurrent automations.