Complete Get Started Form

Automation How To Check

1. Find most recent submission from form entries
2. Using zapier link go to zap history and find using Unique ID or email find 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

Details

• Zapier: Step 0 - Registration
• Check if the user was added to the Portal signups
• Airtable columns to be updated
• Clients
• Business Name
• First Name
• Last Name
• Email
• Phone
• Date Started
• Last Completed Action
• Profile
• New row added