Docusign + Time To Pet
Send new or updated Time To Pet clients' information using template envelopes in DocuSign
Easily keep track of your client details in real time with this efficient workflow. Once set up, every time a new client is added or an existing one is updated in Time To Pet, an envelope will be sent using a template in DocuSign. This seamless process ensures you remain updated while saving time and effort in manual entries.
Easily keep track of your client details in real time with this efficient workflow. Once set up, every time a new client is added or an existing one is updated in Time To Pet, an envelope will be sent using a template in DocuSign. This seamless process ensures you remain updated while saving time and effort in manual entries.
- When this happens...Client Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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New Client Created
Triggers when a new client is created in Time To Pet.
Try ItNew Staff Created
Triggers when a new Staff is added in your account.
Try ItStaff Created or Updated
Triggers when a staff is created or updated.
Try ItNew Folder
Triggers when a new folder is created.
Try It
New Prospect Created
Triggers when a new client creates their own account via the portal AND requires approval.
Try ItClient Created or Updated
Will be triggered whenever a Client has been created or when their profile details have been updated.
Try ItStatus
Add certificate of completion?
Download form data?
Try ItDocumentRequired
Apply template ID?
Email Subject
Email Body
