Capture client referral information, extract details, store in database, and notify team via email

Capture client referral information via Webhooks by Zapier, process details with Formatter by Zapier, store them in MySQL, and notify your team through Amazon SES. Achieve faster client onboarding and improved communication.

Capture client referral information, extract details, store in database, and notify team via email

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Overview

Capture client referral information via Webhooks by Zapier, process details with Formatter by Zapier, store them in MySQL, and notify your team through Amazon SES. Achieve faster client onboarding and improved communication.

Capture client referral information, extract details, store in database, and notify team via email