We want to be able to onboard a customer. As part of that, I understand we can use conditional logic to provide the correct information required from the customer.
As part of our start form, we will select multiple services we will provide to the customer; when these services are chosen in the form, we can add conditional logic that adds a new step to the form to capture the information required to for each service. Great!
This step is where I get stuck; when we do this, we want to be able to assign the task / send the form to the new customer and ask them to complete the information.
- Is this possible by sharing a link with the cutomer to access the specific task/form asa guest?
- Also, can a guide be a part of the form for the customer or staff to follow, such as text, links, and videos to guide them to complete the form correctly?
- Lastly, can this work if we invite a guest user (customer) to the platform to complete tasks? Or is it simply through the portals as standardised forms? If so, when a form is completed can the card created be linked to the customer onboarding form?
If not, is there a workaround?
I understand the platform is fantastic for internal teams. I just wonder if we can use it to onboard a client? We looked at Tallyfy that does this and creates a one time guest link for each task for the guest for client onboarding but we want to use Pipefy.
I would be grateful if you could clarify this for me.
Best answer by Sarah LaneView original