Zapier & Vincere: Ask for feedback via Ratecard after new placement is made

What is Ratecard?

Ratecard is the feedback tool that integrates with your processes in real-time, and helps you collect feedback on autopilot

You can learn about Ratecard here

What this zap does:

By using this zap, when a new placement is made in Vincere, create or update a contact in Ratecard.

This is perfect if you want to create new contacts or update existing contacts in Ratecard when a placement is made in Vincere 

How it works:

What you need:

1/ Set up the trigger:

Trigger to use: New Placement is added on Vincere 

2/ Select your Vincere Account:

3/ Set up the Action

Action to use: Create or Update Contact

4/ Select your Ratecard Account 

5/ Now map the data that you want to pull from Vincere and push to Ratecard:

6/ Test & Continue

Finally, turn the zap on! Your zap is ready for action. #TheVincereWay