Capture client info from webhook, send email notification, and create referral in Lexamica
Capture client info from webhook, send email notification, and create referral in Lexamica
Capture incoming client information via Webhooks by Zapier, send an email notification through Gmail, and create a referral in Lexamica. This process accelerates client onboarding and improves communication efficiency.
Workflow preview:
Zap details:
Overview
Capture incoming client information via Webhooks by Zapier, send an email notification through Gmail, and create a referral in Lexamica. This process accelerates client onboarding and improves communication efficiency.