Create contact and request payment info via email when proposal is signed
Create contact and request payment info via email when proposal is signed
Create contacts and request payment information via email when proposals are signed in Better Proposals. This accelerates your onboarding process and ensures you have the necessary payment details for future transactions.
Workflow preview:
Zap details:
Overview
Create contacts and request payment information via email when proposals are signed in Better Proposals. This accelerates your onboarding process and ensures you have the necessary payment details for future transactions.