Capture new customer information, notify team via email, run onboarding workflow, and create review task
Capture new customer information, notify team via email, run onboarding workflow, and create review task
Capture new customer information via Webhooks by Zapier, notify your team with Email by Zapier, initiate workflows in Process Street, and create tasks in OmniFocus for efficient onboarding and review.
Workflow preview:
Zap details:
Overview
Capture new customer information via Webhooks by Zapier, notify your team with Email by Zapier, initiate workflows in Process Street, and create tasks in OmniFocus for efficient onboarding and review.