Send onboarding email after form submission, and update project details in Streak
Send onboarding email after form submission, and update project details in Streak
Send an onboarding email to your clients after they submit a specific Gravity Forms form while updating project details in Streak. This ensures faster onboarding and keeps your project management organized.
Workflow preview:
Zap details:
Overview
Send an onboarding email to your clients after they submit a specific Gravity Forms form while updating project details in Streak. This ensures faster onboarding and keeps your project management organized.