ABC Customer Updates Their Own Records

Author: Kirk Trachy
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In this app you can email a customer and they update their own contact information. This app uses an email notification to a customer with a pre-loaded formula text button that let's the customer press the orange button in their email and it fills out the form awaiting any updates. After saving the form this creates an update record and a webhook is triggered capturing all the data and edits the original source record.

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50 Installs

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