Phase Specific Automated Email Sends Customer a New Form to Populate Card Fields in Current Phase
Is there a way to have a card enter a new phase,
which triggers an automated email to the client,
in which the client receives information from the populated phases fields (such as a quote of hours and $)
And the client is given a form - or a mini-form, where they are able to input Quote Approval as well as a long text field for additional information, and this information automatically populates the cards fields
Trying to make the process as simple for the client as filling out a form
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Phase Specific Automated Email Sends Customer a New Form to Populate Card Fields in Current Phase
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