Update client in eEndorsements with new changes to pipeline stages in Cinc
Make sure your follow-up workflows are streamlined with this integration. As you update your Cinc pipeline stages, clients will automatically be sent to eEndorsements for review requests.
Make sure your follow-up workflows are streamlined with this integration. As you update your Cinc pipeline stages, clients will automatically be sent to eEndorsements for review requests.
- When this happens...Pipeline Stage Changed
Triggers when a pipeline stage is applied.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this!Create or Update Contact
Creates a new contact.
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