Create and send SignNow documents from templates for new Clio contacts
Effortlessly streamline your legal document process with this Clio and SignNow integration. Whenever a new contact is added in Clio, a document is created from a template and a free form invite is sent using SignNow. This workflow simplifies document management, saving valuable time and ensuring a seamless experience for your clients.
Effortlessly streamline your legal document process with this Clio and SignNow integration. Whenever a new contact is added in Clio, a document is created from a template and a free form invite is sent using SignNow. This workflow simplifies document management, saving valuable time and ensuring a seamless experience for your clients.
- When this happens...New Contact
Triggers when a new contact is created.
- automatically do this!Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
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