Create new customer in Birdeye from Lawmatics form submission if conditions are met
Create new customer in Birdeye from Lawmatics form submission if conditions are met
Create new customer records in Birdeye when specific forms are filled out in Lawmatics. Set conditions to ensure only relevant submissions trigger the process, leading to faster onboarding and improved customer management.
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Overview
Create new customer records in Birdeye when specific forms are filled out in Lawmatics. Set conditions to ensure only relevant submissions trigger the process, leading to faster onboarding and improved customer management.