Notify agent by email, and create follow-up task in Teamwork from new Cognito Forms entry
Notify agent by email, and create follow-up task in Teamwork from new Cognito Forms entry
Manage referrals efficiently by sending email notifications via Gmail to agents and creating follow-up tasks in Teamwork whenever a new entry is submitted in Cognito Forms. Enjoy faster response times and improved task tracking.
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Overview
Manage referrals efficiently by sending email notifications via Gmail to agents and creating follow-up tasks in Teamwork whenever a new entry is submitted in Cognito Forms. Enjoy faster response times and improved task tracking.