Forms for customers to complete with prefilled info

Sorry for the slow reply on this. Had some time off and have been playing catch up for the year.

I’ve had my work around built and it is working a treat.

Step 1 is to confirm all details are filled out.

To help with this I have made a nice obvious warning that an email will be sent. This is the default status.
There is a red status with an arrow reminding the user to prefill all the info.

Step 2 is to change status to “send email”.
This triggers this integration.

It also triggers this automation.

The email that is sent to the customer looks like this.

Step 3 is for the customer to reply and the user to update all the columns in monday appropriately.

I hope that helps @jjay.lewin with your use case or anyone else with a similar process.