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  • How can I trigger the intake/consent form to be sent to new clients based on appointment type in Zapier?
Question

How can I trigger the intake/consent form to be sent to new clients based on appointment type in Zapier?

  • 20 October 2023
  • 1 reply
  • 5 views
L

I would like to be able to trigger an intake form to be sent to a new client when they schedule an appointment and to be able to send consent forms when they schedule specific appointments. Is this possible?

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

1 reply

Troy Tessalone
Userlevel 7
Badge +14

Hi @Letita 

Good question.

Can you please confirm when apps you are trying to use in the Zaps?

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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