Update customer onboarding status in Vitally from new Cognito Forms entry
Update customer onboarding status in Vitally from new Cognito Forms entry
Update customer onboarding status in Vitally when a new entry is submitted in Cognito Forms. Ensure relevant customers are modified based on the provided data for clearer tracking and improved onboarding efficiency.
Workflow preview:
Zap details:
Overview
Update customer onboarding status in Vitally when a new entry is submitted in Cognito Forms. Ensure relevant customers are modified based on the provided data for clearer tracking and improved onboarding efficiency.