Log bank account requests, find existing records, and create new entries in SQL Server and Zapier Tables
Log bank account requests, find existing records, and create new entries in SQL Server and Zapier Tables
Track bank account requests by checking off tasks in Process Street, find relevant data in SQL Server, and create a new record in Zapier Tables for better tracking and management, ensuring efficient processing and oversight.
Zap details:
Overview
Track bank account requests by checking off tasks in Process Street, find relevant data in SQL Server, and create a new record in Zapier Tables for better tracking and management, ensuring efficient processing and oversight.