Send disclaimer request SMS to customers from form entry
Send disclaimer request SMS to customers from form entry
Your disclaimer form entries sometimes fail to reach customers, delaying technician preparation and signed consent. This sends the disclaimer request by SMS so customers receive it same day.
Workflow preview:
Zap details:
Overview
When disclaimer requests don’t reach customers, technicians arrive unprepared and paperwork stalls. This flow texts the signing link immediately after a qualifying form submission, ensuring consent is captured and visits proceed same day.