Create task in ClickUp from new Formstack submission, and format customer information
Create task in ClickUp from new Formstack submission, and format customer information
Create tasks in ClickUp when new billing queries are submitted via Formstack. Capture all relevant customer information and request details, ensuring timely follow-up by the appropriate team members for improved response efficiency.
Zap details:
Overview
Create tasks in ClickUp when new billing queries are submitted via Formstack. Capture all relevant customer information and request details, ensuring timely follow-up by the appropriate team members for improved response efficiency.