Using Zapier and Oasis API to Capture Data

Modified on Wed, 30 Aug, 2023 at 6:02 PM

Step 1. Use a Form Submission as your trigger


Step 2. Create a new Lead Record

Step 3. (Optional) If you are capturing custom Lead data



Step 4. (Optional) Create a new Client Record



Step 5. (Optional) Link the Client & Lead records




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