Collect consultation data from Cognito Forms, create new client in Senta, and create client in Ignition
Collect consultation data from Cognito Forms, create new client in Senta, and create client in Ignition
Collect consultation data from Cognito Forms, create new client records in Senta and Ignition, and ensure accurate onboarding. This process accelerates client management and improves data consistency across systems.
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Overview
Collect consultation data from Cognito Forms, create new client records in Senta and Ignition, and ensure accurate onboarding. This process accelerates client management and improves data consistency across systems.