Automate Sending Credit Monitoring Account Signup Email
t
tara oliver
Right now when we create a new Customer, we don't have option to send Portal Invite automatically. Since we have automated the first part i.e. our clients are being created by an automation via Zapier this feature is still needed to automate the whole process. Let us know if there is a way to automate this, we tried using Zapier and it was not possible. Also in Zapier if we can access the unique token and comp_id of each client then we can be able to automate it somehow.