Send onboarding email and SMS after form submission

Your bond form submissions leave applicants unsure about next steps and delay credit checks. Applicants get clear next-step instructions and underwriting is notified same day.

Workflow preview:

Zap details:

Overview

Stop leaving applicants waiting for next steps and reduce manual follow-up. This flow sends a templated email and SMS immediately after a form submission and routes owner details to underwriting so applicants get clear instructions and staff are notified same day.