Create signature requests from templates in Signaturit for new or updated contacts in Capsule CRM
Effortlessly streamline your document signing process with this Capsule CRM and Signaturit automation. Whenever a new or updated contact is added in Capsule CRM, a signature request will be created from a template in Signaturit, ensuring a seamless and efficient method of sending essential documents for signing. Simplify your workflow and save time on manual tasks with this powerful integration.
Effortlessly streamline your document signing process with this Capsule CRM and Signaturit automation. Whenever a new or updated contact is added in Capsule CRM, a signature request will be created from a template in Signaturit, ensuring a seamless and efficient method of sending essential documents for signing. Simplify your workflow and save time on manual tasks with this powerful integration.
- When this happens...New or Updated Contact
Triggers when a given action is performed on a Person or Organisation.
- automatically do this!Create Signature Request From Template
Create a signature request from a template.
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