Create DocuSign signature requests for new Clio contacts
Save time and streamline your document signing process with this Clio and DocuSign integration. Whenever you add a new contact in Clio, this workflow automatically creates a signature request in DocuSign, ensuring a seamless experience. Keep your clients and business partners engaged without worrying about manual signature requests.
Save time and streamline your document signing process with this Clio and DocuSign integration. Whenever you add a new contact in Clio, this workflow automatically creates a signature request in DocuSign, ensuring a seamless experience. Keep your clients and business partners engaged without worrying about manual signature requests.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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