Collect form submissions, upload documents to Google Drive, and notify clients via Gmail
Collect form submissions, upload documents to Google Drive, and notify clients via Gmail
Collect credit application submissions with Cognito Forms, store relevant documents in Google Drive, and notify clients of their credit status via Gmail. This process accelerates onboarding and improves communication.
Workflow preview:
Zap details:
Overview
Collect credit application submissions with Cognito Forms, store relevant documents in Google Drive, and notify clients of their credit status via Gmail. This process accelerates onboarding and improves communication.