payhip, bookvault
Payhip triggers a new sale to create an order in Bookvault
Payhip triggers a new sale to create an order in Bookvault
Zaps
Transfer signed agreement data from Jotform to Wealthbox CRM, and create a note
Transfer signed agreement data from Jotform to Wealthbox CRM, and create a note
Sync signed client agreement data from Jotform to Wealthbox CRM, ensuring client records are updated with compliance information. This boosts accuracy in onboarding and enhances client relationship management.
Zap details:
Overview
Sync signed client agreement data from Jotform to Wealthbox CRM, ensuring client records are updated with compliance information. This boosts accuracy in onboarding and enhances client relationship management.