New Automation Trigger (Form Completion)

Hi. It would be very useful if the completion of a form could trigger an automation, whether sent via request only to the portal, or via a public form which leads to the creation of a prospect/client.

This could then be used to send a summary using custom fields and the document builder, and email the client/members of staff to confirm the form has been completed. Without it, it's heavily reliant on Plannr notifications which often are silent and missed.

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Accepting Feedback

Board
πŸ’‘

Feature Request

Tags

Automations

Date

Over 1 year ago

Author

James Stephens

Subscribe to post

Get notified by email when there are changes.