1.Detects consent action button click
Integrate Stacker Classic and consent form tools to capture the consent action moment and pull applicant fields to start the request.
Send consent requests and log consent records automatically
Automatically monitor consent action button clicks across Stacker Classic and privacy tools. Send consent requests and log consent records when action button clicked, consent action triggered, or consent request initiatedβso you can create consent records, deliver SMS and email links, and preserve audit rows without manual tracking.
How this automation protects your consent audit trail
When consent action button clicks happen, consent records can be delayed and audit evidence may not be captured. This automation creates consent records and sends SMS and email requests, then logs optional audit rowsβso your team can track consent status reliably.
Stacker Classicor swap with your favorite app
2.Creates consent record in table
Integrate Airtable and data mapping tools to create a consent record and store the signing link placeholder for tracking.
Airtableor swap with your favorite app
3.Sends SMS consent request
Integrate Twilio and messaging tools to send an SMS to the applicant and include the signing link and reply instruction.
Twilioor swap with your favorite app
4.Sends email consent request
Integrate SendGrid and email templates to send an HTML email with an agent CC and the signing link CTA.
SendGridor swap with your favorite app
5.Creates consent audit row
Integrate Zapier Tables and reporting tools to add an optional audit row for key identifiers and consent status.
Zapier Tablesor swap with your favorite app
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Strengthen consent management with automated preference capture, record updates, and compliance alerts
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