naturalForms + RepCard
Create new RepCard contacts from submitted documents in naturalForms
Kickstart your contact management process with this efficient workflow. When a document is submitted in naturalForms, a new contact will be promptly created in your RepCard app. No need for manual data entry, this automated process ensures accurate and speedy data transfer. This streamlining not only saves time but enhances your customer relationship management capabilities.
Kickstart your contact management process with this efficient workflow. When a document is submitted in naturalForms, a new contact will be promptly created in your RepCard app. No need for manual data entry, this automated process ensures accurate and speedy data transfer. This streamlining not only saves time but enhances your customer relationship management capabilities.
- When this happens...Submitted Document
Triggers when a document is submitted.
- automatically do this!Create Contact
This will create a contact in RepCard.
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TemplateRequired
Try ItAppointment Set
Triggers when a new Appointment is created for any contact.
Try ItTrigger when any user registered to the Event belowRequired
Try ItNew User
Triggers when a new user is created.
Try It
Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired
