Send welcome message via SMS and email, and request consent form from new clients
Send welcome message via SMS and email, and request consent form from new clients
Send a welcome message via SMS and email to new clients, including a request to complete a consent form. Use Webhooks by Zapier to capture contact info, RingCentral for SMS, and ActiveCampaign Postmark for email, ensuring faster onboarding.
Workflow preview:
Zap details:
Overview
Send a welcome message via SMS and email to new clients, including a request to complete a consent form. Use Webhooks by Zapier to capture contact info, RingCentral for SMS, and ActiveCampaign Postmark for email, ensuring faster onboarding.