Automate Work Order Intake with Fillout Workflows & Airtable

Описание: In this video, I’ll guide you through automating your customer intake process using Fillout’s latest workflow features integrated with Airtable. Building on our previous work order system, we’ll add a customer intake table linked to Fillout forms, making your data collection seamless and automated. You’ll learn how to set up the table with essential customer information fields, implement logic for preferred service dates, and manage urgent requests. Plus, I’ll show you how to create automated email notifications and send urgent alerts directly to Slack.

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Learn more here ⬇️

Contact Us - https://innerdevsolutions.com
LinkedIn -   / zackstevenson  

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Table of Contents 📖 ⬇️

0:00 What I cover
1:17 Setting Up the Customer Intake Table
2:52 Configuring Form Fields and Logic
5:18 Creating and Testing the Form
9:44 Fillout Notifications and Workflows
14:06 Airtable Automations

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Software Tools (may contain affiliate links) ⬇️

Sign up using the links below!
SmartSuite - https://partners.smartsuite.com/zack
Airtable - https://airtable.com/invite/r/J30Mmrmc
Fillout - https://fillout.com/?ref=zack
Relay - https://relay.app/zack
Make - https://www.make.com/en/register?pc=i...
Noloco - https://get.noloco.io/npqmqbbgcnov

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