Send new invite requests to onboarding team inboxes
Send new invite requests to onboarding team inboxes
Your invite form submissions often go unread, delaying customer creation and invitation sends. They are emailed to onboarding inbox and posted to team chat so coordinators can act same day.
Workflow preview:
Zap details:
Overview
When invite requests arrive by form they can sit unprocessed and delay customer onboarding; this flow sends each submission directly to your onboarding inbox and team chat. Coordinators get full context within minutes, so customer records are created and invitations go out same day.