Create client account in Exact Online, and create task in Missive when new form submission is received
Create client account in Exact Online, and create task in Missive when new form submission is received
Create new client accounts and associated tasks in Exact Online and Missive when a new form submission is received. Capture all client details for faster onboarding and improved task management.
Zap details:
Overview
Create new client accounts and associated tasks in Exact Online and Missive when a new form submission is received. Capture all client details for faster onboarding and improved task management.