BoldSign + Setmore Appointments integrations
Send BoldSign documents from a template for new Setmore Appointments contacts
Automate your document management procedure with this handy Setmore Appointments and BoldSign workflow. Whenever a new contact is added in Setmore Appointments, a document from a predefined template gets dispatched in BoldSign instantly. This workflow saves time by streamlining the sending of important documents while ensuring consistent communication with your new contacts.
- When this happens...New ContactTriggers when a contact is created.
- automatically do this!Send Document From TemplateCreate and send a document out for signature based on a BoldSign template.
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More things you can do with Setmore Appointments and BoldSign
Discover other triggers and actions you can use with Setmore Appointments and BoldSign
- Appointment Deleted
Triggers when a appointment is deleted.
Try ItTriggerInstant - New Appointment
Triggers when a new appointment is created.
Try ItTriggerInstant - Appointment Updated
Triggers when a appointment is updated.
Try ItTriggerInstant - First NameRequired
- Last Name
- Customer EmailRequired
- Customer Mobile
- Customer Country Code
- Customer Address
- Customer City
- Customer State
- Customer Zip
- Start DateRequired
- End Date
- Notes
ActionWrite
- Delete Contact
Triggers when a contact is deleted.
Try ItTriggerInstant - New Contact
Triggers when a contact is created.
Try ItTriggerInstant - Update Contact
Triggers when a contact is updated.
Try ItTriggerInstant - First NameRequired
- Last Name
- Email
- Country Code
- Phone
- Home Number
- Office Number
- Address
- City
- State
- Zip
- Comments
ActionWrite
BoldSign is an electronic signature solution that lets you collect legally binding eSignatures online from any device.
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Setmore Appointments is a free, online scheduling platform that helps you connect with your customers.
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