CatchApp Bookings + SignerX.com
CatchApp Bookings + SignerX.com
Send SignerX templates for new CatchApp Bookings
Need clients to sign forms before meetings? Set up this integration to automate the request process! Once it's active, whenever you have a new appointment in CatchApp Bookings, a SignerX template will be sent automatically. Simplify your workflow, save time, and ensure that all necessary documents are signed promptly. Enhance the experience with SignerX's personalized greeting videos, fun celebration games, and beautifully branded documents.
- When this happens...New Accepted AppointmentTriggers when a person books a time with you
- automatically do this!Pre-Fill a Template and Send for SignaturesUse any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
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More things you can do with CatchApp Bookings and SignerX.com
Discover other triggers and actions you can use with CatchApp Bookings and SignerX.com
- New Accepted Appointment
Triggers when a person books a time with you
Try ItTriggerInstant - New Invite Created (Mobile App)
Triggers when a new CatchApp meeting invite is created via the mobile app.
Try ItTriggerInstant - Template Published
Triggers when a template has been published.
Try ItTriggerPolling - Package Complete
Triggers when a new package/document is signed by all parties.
Try ItTriggerPolling
- New Event Type
Triggers when a new Event Type is created from the My Event Types page in the CatchApp Bookings Dashboard.
Try ItTriggerInstant - Package Created
Triggers when a new package/document has been created.
Try ItTriggerPolling - Package Sent
Triggers when a package/document is sent for signatures.
Try ItTriggerPolling - Package or Template ID
Try ItTriggerPolling