Create job and customer profile in Roofr from new Basin form submission
Create job and customer profile in Roofr from new Basin form submission
Create job and customer profiles in Roofr when a new form submission is received via Basin. Filter submissions to ensure only relevant data is processed, leading to faster onboarding and improved customer management.
Workflow preview:
Zap details:
Overview
Create job and customer profiles in Roofr when a new form submission is received via Basin. Filter submissions to ensure only relevant data is processed, leading to faster onboarding and improved customer management.