Clientify + Signaturit
Create new Clientify deals when new documents are signed in Signaturit
When new documents are signed in Signaturit, it can be crucial to update your deals in Clientify immediately. Enable this workflow and every signed document in Signaturit will generate a new deal in Clientify swiftly and efficiently, saving your team valuable time on data entry. Your sales process will be more streamlined, ensuring signed documents instantly impact your deals tracking.
When new documents are signed in Signaturit, it can be crucial to update your deals in Clientify immediately. Enable this workflow and every signed document in Signaturit will generate a new deal in Clientify swiftly and efficiently, saving your team valuable time on data entry. Your sales process will be more streamlined, ensuring signed documents instantly impact your deals tracking.
- When this happens...New Signed Document
Triggers when a document has been signed.
- automatically do this!Create Deal
Creates a Deal in Clientify
- Free forever for core features
- 14 day trial for premium features & apps
New Signed Document
Triggers when a document has been signed.
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EmailsRequired
SubjectRequired
BodyRequired
Data
TemplatesRequired
Delivery TypeRequired
Number of signerRequired
Cc
Subject
Body
Data
TagRequired
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SignatureRequired
FilesRequired
Delivery TypeRequired
Number of signerRequired
Cc
Subject
Events URL
Data
SignatureRequired
New Company
Triggers when a new company is created in clientify.
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