Capture new member applications, create records, filter applicants, and notify team via email
Capture new member applications, create records, filter applicants, and notify team via email
Capture new member applications with Tally, create records in Ycode, filter applicants based on criteria, and notify your team via Gmail about those needing financial assistance for faster onboarding.
Workflow preview:
Zap details:
Overview
Capture new member applications with Tally, create records in Ycode, filter applicants based on criteria, and notify your team via Gmail about those needing financial assistance for faster onboarding.