Send reminder email via Gmail to client for onboarding and branding forms after Ignition proposal acceptance
Send reminder email via Gmail to client for onboarding and branding forms after Ignition proposal acceptance
Send reminder emails to clients about proposals and request completion of onboarding and branding forms when a proposal is moved to awaiting acceptance in Ignition. This ensures timely follow-ups and smoother onboarding.
Workflow preview:
Zap details:
Overview
Send reminder emails to clients about proposals and request completion of onboarding and branding forms when a proposal is moved to awaiting acceptance in Ignition. This ensures timely follow-ups and smoother onboarding.