Process new investment applications, filter submissions, and update records in Attio
Process new investment applications, filter submissions, and update records in Attio
Process new investment applications with Tally, filter submissions with Filter by Zapier, and create or update records and list entries in Attio for efficient tracking and management, ensuring faster onboarding and clearer oversight.
Zap details:
Overview
Process new investment applications with Tally, filter submissions with Filter by Zapier, and create or update records and list entries in Attio for efficient tracking and management, ensuring faster onboarding and clearer oversight.