Notify team on Slack, retrieve client consent forms, and call sub-Zap for processing
Notify team on Slack, retrieve client consent forms, and call sub-Zap for processing
Process client consent forms by capturing new submissions in Jotform, notifying your team via Slack, and storing documents in the right client folder. Enjoy faster onboarding and improved compliance management.
Workflow preview:
Zap details:
Overview
Process client consent forms by capturing new submissions in Jotform, notifying your team via Slack, and storing documents in the right client folder. Enjoy faster onboarding and improved compliance management.