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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?

  • October 20, 2023
  • 1 reply
  • 6 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?

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1 reply

Troy Tessalone
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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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