Notify team members and record signed referral agreements in Airtable, and message in Slack and OpenPhone
Notify team members and record signed referral agreements in Airtable, and message in Slack and OpenPhone
Notify your team when a referral agreement is signed by capturing the signed document in Jotform, creating a record in Airtable, and sending updates via Slack and OpenPhone for efficient communication and record-keeping.
Zap details:
Overview
Notify your team when a referral agreement is signed by capturing the signed document in Jotform, creating a record in Airtable, and sending updates via Slack and OpenPhone for efficient communication and record-keeping.