Make custom values available in Zapier for the Add Account action for the snapshot you select.

By using the snapshot and creating an account with the zap, it makes new account creation super easy for the basics. But the custom values are not available in the zap so they still need to be filled manually. Allowing them to be filled from a zap would mean everything from the onboarding survey would automatically get added.

  • Bradley Martin
  • Jun 12 2020
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