Using Zapier and Oasis API to Capture Data

Modified on Wed, 30 Aug 2023 at 06:02 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




Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons

Feedback sent

We appreciate your effort and will try to fix the article