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Create customer records and tasks from form submissions

Create customer records and tasks from form submissions

Your drug-test account setup submissions arrive unstructured, delaying billing, scheduling, and onboarding handoffs. Get customer records, onboarding tasks, and a spreadsheet log created same day.

Create customer records and tasks from form submissions

Overview

When clients submit an account setup form, billing and operations can stall waiting for a customer record and task to be created. This flow turns each submission into an ERP customer record, a logged spreadsheet row, and an onboarding task so teams can begin setup and billing same day.

Create customer records and tasks from form submissions