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667Hi All,
I am looking for a bit of advice if possible, I have been asked to create a sample workflow within CRM but my not sure the best way to go about this.
They are looking for the following to have automation in, please let me know your thoughts on best way to tackle this:
1. Customer fills in a form stating they wish to join an event (form exists on custom entity currently)
2. Email then gets sent to specific owner stating a new form has been created
3. Task also gets created and assign to specific owner stating they have a new form to review
4. Information originally entered on the form from point 1 now needs to be created as a new event on the event entity
5. Confirmation email to originating customer on point 1. clarifying details confirmed along with event details such as name, dates and fees etc..
Appreciate it may be a bit complex but not sure which way to go about this at the moment so any help greatly appreciated!
Thanks,
Andrew
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