I wanted to ask, if someone has any experience with automating a bank transfer after trigerring hubspot to read out a hubspot form for input like name, bank number, costumer number etc... beforehand in the workflow?
You can set up a webhook to trigger when the form gets submitted. Then, customize the webhook request to include just the info you need...like the name, bank number, and customer number. As such, your external system can handle the transfer using the specific details from the form submission.
You can set up a webhook to trigger when the form gets submitted. Then, customize the webhook request to include just the info you need...like the name, bank number, and customer number. As such, your external system can handle the transfer using the specific details from the form submission.