Thursday, December 6, 2018

Contact Us Template

Contact Us workflow template is the minimal template to create an online contact form quickly and easily. Contact Us is a public workflow, which means anyone outside of your organization can send an inquiry about your products or services.

Form

Flow

Roles

You can add users within your organization to "Customer Service Specialist" so that the system sends them communication when someone submits an inquiry.

Triggers

There are many triggers set up to ensure a streamlined communication between the customer service specialist and the request creator (e.g. Document Owner).


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