Topics started by chomuni

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chomuni
chomuniNew Participant
asked in Ask the Community

Attachments automation

Hello everyone!I have a phase on my pipe (credit analysis workflow) that only takes in documents from the borrower. I created a phase form for the borrower attach the documents.How can I create an automation to move the card once the borrower finished the phase form?Sincerely,Caio

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Ezequiel Souza
5 months ago

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