Collect new client info from Gravity Forms, format entry date, and send to Formstack Documents
Collect new client info from Gravity Forms, format entry date, and send to Formstack Documents
Collect new client information through Gravity Forms submissions, format entry dates with Formatter by Zapier, and send the data to Formstack Documents for processing. Achieve faster onboarding and improved data management.
Workflow preview:
Zap details:
Overview
Collect new client information through Gravity Forms submissions, format entry dates with Formatter by Zapier, and send the data to Formstack Documents for processing. Achieve faster onboarding and improved data management.