Daftra + involve.me integrations
Add new involve.me completed submissions as clients in Daftra
Streamline your client onboarding process with this efficient workflow. When a new completed submission occurs in involve.me, it directly adds a new client to your Daftra app, eliminating manual data entry. Stay organized and up-to-date while focusing on growing your business.
- When this happens...New Completed SubmissionTriggers when a participant completes a submission in your funnel.
- automatically do this!Add ClientCreates a new client
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More things you can do with involve.me and Daftra
Discover other triggers and actions you can use with involve.me and Daftra
- involve.me FunnelRequired
Try ItTriggerInstant- OrganizationRequired
- EmailRequired
- TagRequired
ActionWrite- Credit Note Created
Triggers when a new Credit Note is created.
Try ItTriggerInstant - Purchase Order Created
Trigger When New Purchase Order is created
Try ItTriggerInstant
- OrganizationRequired
- EmailRequired
ActionWrite- OrganizationRequired
- EmailRequired
- TagRequired
ActionWrite- Refund Receipt Created
Triggers when a new Refund Receipt is created
Try ItTriggerInstant - Client Deleted
Triggers when a Client is deleted.
Try ItTriggerInstant
Related categories
involve.me is an interactive lead funnel builder for sales, marketing and HR teams, that use it to convert more visitors to qualified leads.
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