Trigger Wix plan purchase, create insurance certificate in Google Docs, upload to Google Drive, and send via Outlook
Trigger Wix plan purchase, create insurance certificate in Google Docs, upload to Google Drive, and send via Outlook
Generate and send insurance certificates to clients after they purchase a subscription plan. Triggered by Wix, create a personalized document in Google Docs, upload it to Google Drive, and email it via Microsoft Outlook for faster client onboarding.
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Overview
Generate and send insurance certificates to clients after they purchase a subscription plan. Triggered by Wix, create a personalized document in Google Docs, upload it to Google Drive, and email it via Microsoft Outlook for faster client onboarding.