Cobot + Docusign
Confirm Cobot memberships and send templates with DocuSign envelopes
Streamline your membership confirmation process with this workflow. As soon as a new member confirmation is registered in Cobot, a pre-set envelope is sent using a template from your DocuSign account. This makes your management process more efficient and ensures the immediate delivery of necessary documents to your new members.
Streamline your membership confirmation process with this workflow. As soon as a new member confirmation is registered in Cobot, a pre-set envelope is sent using a template from your DocuSign account. This makes your management process more efficient and ensures the immediate delivery of necessary documents to your new members.
- When this happens...Membership Confirmed
Triggers when a membership is confirmed.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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