Create new client in Senta, and send email request for ID documents from WPForms
Create new client in Senta, and send email request for ID documents from WPForms
Create new client profiles in Senta and send email requests for ID documents when a WPForms entry is submitted. This accelerates client onboarding and ensures you gather necessary documentation promptly.
Workflow preview:
Zap details:
Overview
Create new client profiles in Senta and send email requests for ID documents when a WPForms entry is submitted. This accelerates client onboarding and ensures you gather necessary documentation promptly.