send_intake_form
Send an intake form to a client by providing the questionnaire ID and either the client ID or name and email.
Instructions
Send an intake form to a client. Provide QuestionnaireId plus either ClientId or (ClientName and ClientEmail).
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| ClientId | No | Client ID (use this OR ClientName+ClientEmail) | |
| ClientName | No | Client full name (required if ClientId not provided) | |
| ClientEmail | No | Client email (required if ClientId not provided) | |
| QuestionnaireId | Yes | The questionnaire/template ID to send |