Send new Intercom users document templates from BoldSign
Simplify your onboarding process with this seamless workflow between Intercom and BoldSign. Whenever a new user signs up on Intercom, this automation will instantly send out a document from a template in BoldSign. Not only does this save your time on administrative tasks, but it also ensures a timely welcome for every new user, enhancing every first interaction.
Simplify your onboarding process with this seamless workflow between Intercom and BoldSign. Whenever a new user signs up on Intercom, this automation will instantly send out a document from a template in BoldSign. Not only does this save your time on administrative tasks, but it also ensures a timely welcome for every new user, enhancing every first interaction.
- When this happens...New User
Triggers when a new user is created.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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