Question: We have a well-defined marketing, sales and onboarding process that currently relies on several tools, which are currently not integrated with one another (as we are unsure how to set these up). We are looking for someone to help us create workflow automation across several tool to reduce the number of times we have …
Further details of question I really need to to merge fields from WordPress data capture to an e-sign app that emails a signable document. A workflow solution I’ve considered is: Step 1) Web visitor inputs data into a WordPress page which is integrated with a form tool (Google Forms, Gravity Forms, TypeForms or Contact Form 7 …