signwell, ontraport
Send onboarding link to new contact in Ontraport when document is completed in SignWell
Send onboarding link to new contact in Ontraport when document is completed in SignWell
Zaps
Instantly Notify Your Team and Deliver Client Onboarding Info via WhatsApp and Webhooks
Instantly Notify Your Team and Deliver Client Onboarding Info via WhatsApp and Webhooks
Streamline your client onboarding process with this Zap that connects Google Forms, WhatsApp, and Webhooks by Zapier. When a new client submits their information, your team receives immediate notifications via WhatsApp, ensuring everyone is informed. Additionally, onboarding details are sent to a designated endpoint, enhancing communication and efficiency. This integration saves time and reduces the risk of missed information, allowing your team to focus on delivering exceptional service.
Zap details:
Overview
Streamline your client onboarding process with this Zap that connects Google Forms, WhatsApp, and Webhooks by Zapier. When a new client submits their information, your team receives immediate notifications via WhatsApp, ensuring everyone is informed. Additionally, onboarding details are sent to a designated endpoint, enhancing communication and efficiency. This integration saves time and reduces the risk of missed information, allowing your team to focus on delivering exceptional service.