Update signed date in Salesforce when new Formstack submission arrives
Update signed date in Salesforce when new Formstack submission arrives
Update your Salesforce records with the signed date of participation agreements when new Formstack submissions arrive. This ensures accurate tracking and faster onboarding for your customers.
Workflow preview:
Zap details:
Overview
Update your Salesforce records with the signed date of participation agreements when new Formstack submissions arrive. This ensures accurate tracking and faster onboarding for your customers.