Update coaching account statuses, create onboarding records in monday.com from new Jotform submission
Update coaching account statuses, create onboarding records in monday.com from new Jotform submission
Update coaching account statuses and create onboarding records in monday.com when a new submission is received from Jotform. This ensures faster onboarding and clearer tracking of client progress.
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Overview
Update coaching account statuses and create onboarding records in monday.com when a new submission is received from Jotform. This ensures faster onboarding and clearer tracking of client progress.