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.
Please authenticate to join the conversation.
Accepting Feedback
Feature Request
Automations
Over 1 year ago

James Stephens
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Automations
Over 1 year ago

James Stephens
Get notified by email when there are changes.