Clio + RightSignature
Send new Clio clients a RightSignature template for signature
Want a simple way to onboard new clients? This Zap can help. Once it's in place, this integration lets you send new client agreements or other documents automatically. Time is money -- save both sending contracts, non disclosure agreements, and other documents for signature without manual updates.
Want a simple way to onboard new clients? This Zap can help. Once it's in place, this integration lets you send new client agreements or other documents automatically. Time is money -- save both sending contracts, non disclosure agreements, and other documents for signature without manual updates.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Template
Clones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
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