Create new FastField Mobile Forms dispatches when new customers are created in Contractor Foreman
Streamline your new customer data process with this efficient workflow. When a new customer is created in Contractor Foreman, this workflow promptly creates a form dispatch in FastField Mobile Forms. This setup ensures valuable customer information is captured rapidly and accurately, offering a smooth onboarding process and enhancing business efficiency.
Streamline your new customer data process with this efficient workflow. When a new customer is created in Contractor Foreman, this workflow promptly creates a form dispatch in FastField Mobile Forms. This setup ensures valuable customer information is captured rapidly and accurately, offering a smooth onboarding process and enhancing business efficiency.
- When this happens...Customer Created
Triggers when a new customer is created.
- automatically do this!Create Form Dispatch
Sends a Form to one or more users, with the option of pre-populating Form Fields. The Form appears in the users inbox in the FastField Mobile App.
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