Initiate client onboarding workflow, and notify team in Slack when new enrollment form arrives in Gmail
Initiate client onboarding workflow, and notify team in Slack when new enrollment form arrives in Gmail
Initiate your client onboarding workflow with every new private enrollment form submission received via Gmail. Run the necessary Process Street workflow and notify your team in Slack for faster onboarding and improved communication.
Workflow preview:
Zap details:
Overview
Initiate your client onboarding workflow with every new private enrollment form submission received via Gmail. Run the necessary Process Street workflow and notify your team in Slack for faster onboarding and improved communication.