Complete Credit Application Form

QA Required

Automation How To Check

  1. Find most recent submission from form entries
  2. Using zapier link go to zap history and find using email the zap that ran
  3. Confirm no issues in zap, if errors follow error reporting process
  4. Go to sheet and confirm columns updated as listed in Automation Actions
  5. Record automation check then follow spam check process

Automation Details

  • Notification to: rs@lenbuschroses.com, jeh@lenbuschroses.com
  • Zapier: Step 1 - Credit Application
  • Google Sheets:
    • Phone number is updated in the Airtable
    • Completed Credit Application form column is marked as Yes
    • Credit Application Submission is filled with direct link to the submission details
    • Last Completed Action on is updated with current time
Client
Type
Purpose

Allow customer to submit credit application information

QA Required
Confirmed
QA Last Confirmed
Sub-item
Tools Used
Zapier
Trigger
Gravity Form
Version

Task Type
Tasks
Trigger Details

Form: Credit Application