Is it possible to collect additional information when a customer signs up? Asking for things like phone number and other valuable information as well as breaking up first and last name would be helpful.
Additionally, is it possible to trigger an event upon sign up. Whether that is sending out a web request directly or triggering an automation?
Hi @[deleted]
From the Sign-Up form, it's not possible
You can consider this plugin
Thanks
Thanks for the suggestion @Pramodh M . Do you have experience with this? Do you know if it is possible to trigger an event (web request or automation) after a customer completes the form in this plugin?
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
Hi @[deleted]
Customers can fill in the details from portal and please find the documentation to do so here
https://docs.appsvio.com/customer-details/configuration/design-customer-form
You also have an option to configure organization form which can be done by agents
The Automation to trigger once the customer joins is available via JAVA APIs but not via any trigger we see in Automation as of now
You could choose this plugin which is the best suitable option to have your requirement satisfied 🙂
Thanks
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.
You must be a registered user to add a comment. If you've already registered, sign in. Otherwise, register and sign in.