Initial Get Started Form

Client
AGuardAGuard
QA Required
No
QA Last Confirmed
Link To Automation
Confirmed
Parent item
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.

Type
Sub-item
Tools Used
Trigger
Gravity Form
Version

1.0.0

Trigger

https://airtable.com/appS0LhkvZkx6CCOQ/wflzyje2UZG0jnPot/wac3f3uKvQE34owvc

Actions

  • action one

How to check

  1. Add steps to check