Docusign + Simplero
Send Docusign envelopes using templates for newly tagged Simplero contacts
Optimize your document sending process with this efficient workflow. Whenever a new tag is added to a contact in Simplero, it promptly sends an envelope using a template in Docusign. This process not only saves time but also ensures that important documents are sent as soon as contact information is updated. Keep your focus on more crucial tasks while this automation handles your routine document management.
Optimize your document sending process with this efficient workflow. Whenever a new tag is added to a contact in Simplero, it promptly sends an envelope using a template in Docusign. This process not only saves time but also ensures that important documents are sent as soon as contact information is updated. Keep your focus on more crucial tasks while this automation handles your routine document management.
- When this happens...Tag Added to Contact
Triggers when a tag is added to a contact.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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