SignRequest + ZenMaid
Create SignRequests in SignRequest when new services are created in ZenMaid
Use this workflow to enhance your productivity by seamlessly connecting ZenMaid and SignRequest. As soon as a new one-time service is created in ZenMaid, a sign request from a template is promptly sent out in SignRequest. It's an efficient way to streamline operations, eliminating the need to manually send out sign requests each time a new service is scheduled, ensuring all necessary documents are handled with speed and precision.
Use this workflow to enhance your productivity by seamlessly connecting ZenMaid and SignRequest. As soon as a new one-time service is created in ZenMaid, a sign request from a template is promptly sent out in SignRequest. It's an efficient way to streamline operations, eliminating the need to manually send out sign requests each time a new service is scheduled, ensuring all necessary documents are handled with speed and precision.
- When this happens...One-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Try ItContact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Try ItInvoice Created
Triggers when a new ZenMaid invoice is created.
Try ItOne-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Try It