Capture client portal access requests, find or create Salesforce records, run Javascript, and send data via webhook
Capture client portal access requests, find or create Salesforce records, run Javascript, and send data via webhook
Capture client portal access requests with Webhooks by Zapier, check for existing accounts in Salesforce, update user information with Code by Zapier, and send confirmation via Webhooks. Achieve faster onboarding and improved data accuracy.
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Overview
Capture client portal access requests with Webhooks by Zapier, check for existing accounts in Salesforce, update user information with Code by Zapier, and send confirmation via Webhooks. Achieve faster onboarding and improved data accuracy.