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.

Send welcome message via SMS and email, and request consent form from new clients

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.

Send welcome message via SMS and email, and request consent form from new clients