Capture customer data, update spreadsheet, and send welcome email with contract
Capture customer data, update spreadsheet, and send welcome email with contract
Capture customer data from Trello when a card is moved, update Google Sheets with their information, and send a welcome email with the contract attached. This ensures faster onboarding and improved customer engagement.
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Overview
Capture customer data from Trello when a card is moved, update Google Sheets with their information, and send a welcome email with the contract attached. This ensures faster onboarding and improved customer engagement.