Create client account in Copilot if not found after Paperform submission, and delay for minutes
Create client account in Copilot if not found after Paperform submission, and delay for minutes
Create client accounts in Copilot when new submissions are received in Paperform. This ensures no client is missed, speeding up your onboarding process and improving customer engagement.
Zap details:
Overview
Create client accounts in Copilot when new submissions are received in Paperform. This ensures no client is missed, speeding up your onboarding process and improving customer engagement.