Initial Get Started Form

QA Required
No

How it works

Automation How To Check

  1. Find most recent submission from Client Application - Start form entries
  2. Go to zap history for 1. New Portal - Get Started
  3. Using the search bar in Zap History paste the email and find the zap that ran
  4. Confirm no issues in zap, if errors then change status to Bug Found
    1. If any issues list them in the notion row and notify Eli
  5. Confirm that Clients - New Business row was updated with the appropriate
Client
AGuardAGuard
Links to Automations

https://zapier.com/editor/234087531/published https://zapier.com/webintent/edit-zap/234087531

Type
Purpose

Record client information in a sheet to keep track of the onboarding process and begin an automated campaign to get the lead to complete the full application.

QA Required
No
Confirmed
QA Last Confirmed
Parent item
Sub-item
Tools Used
ZapierGravity FormCustomer PortalFillout
Trigger
Gravity Form
Version

1.0.0

Task Type
OWCRM Update
Tasks
Fix email for airtable automatoins not parsing correctlyCheck-in on emails parsing correctly
Trigger Details