Create DocuSign signature requests for new QuickBooks Online customers
Effortlessly streamline your onboarding process with this automation that connects QuickBooks Online and DocuSign. Whenever a new customer is added in QuickBooks Online, a signature request is instantly created in DocuSign. Save time and improve efficiency by reducing manual tasks and ensuring a seamless experience for your new clients.
Effortlessly streamline your onboarding process with this automation that connects QuickBooks Online and DocuSign. Whenever a new customer is added in QuickBooks Online, a signature request is instantly created in DocuSign. Save time and improve efficiency by reducing manual tasks and ensuring a seamless experience for your new clients.
- When this happens...New Customer
Triggered when you add a new customer.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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