Create signature requests in Signaturit for updated contacts in 17hats
Effortlessly manage contracts and documents with this time-saving workflow. When a contact is updated in 17hats, it triggers the creation of a signature request from a template in Signaturit. This automation streamlines your document management and signing process, ensuring your contacts receive the right paperwork and that you save valuable time.
Effortlessly manage contracts and documents with this time-saving workflow. When a contact is updated in 17hats, it triggers the creation of a signature request from a template in Signaturit. This automation streamlines your document management and signing process, ensuring your contacts receive the right paperwork and that you save valuable time.
- When this happens...Updated Contact
Triggers when an already existing contact is updated.
- automatically do this!Create Signature Request From Template
Create a signature request from a template.
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New Contact
Triggers when a new contact is created.
Try ItIs Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
New Signed Document
Triggers when a document has been signed.
Try It
Updated Contact
Triggers when an already existing contact is updated.
Try ItContactRequired
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Company Name
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
NameRequired
Company Name
Email
Phone Number
Is Company?Required
First NameRequired
TypeRequired
Last Name
Title
Primary E-mail Address
Other E-mail Addresses
Primary Phone Number
Other Phone Numbers
Address Line 1
Address Line 2
City
State
ZIP Code
Country
Birthday
Facebook Id
Instagram Id
Linkedin Id
Referred By
Twitter Id
Pinterest Id
Website
Tags
Notes
SignatureRequired