Create signature requests in Dropbox Sign when new contacts are added in Clio
Effortlessly manage your legal clients' paperwork with this seamless workflow between Clio and Dropbox Sign. When a new contact is added in Clio, a signature request will be sent using a template from Dropbox Sign. Streamline your document signing process, so you can focus on providing top-notch legal services.
Effortlessly manage your legal clients' paperwork with this seamless workflow between Clio and Dropbox Sign. When a new contact is added in Clio, a signature request will be sent using a template from Dropbox Sign. Streamline your document signing process, so you can focus on providing top-notch legal services.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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