Send documents using Docusign every time new staff is added in Time To Pet
This workflow instantly sends a Docusign envelope using a predetermined template every time there's a new staff member added in your Time to Pet system. This automation eases the process of getting essential documents out to your new team members, boosting efficiency in your onboarding process. With this solution in place, handling documents for new hires becomes a smooth and streamlined process.
This workflow instantly sends a Docusign envelope using a predetermined template every time there's a new staff member added in your Time to Pet system. This automation eases the process of getting essential documents out to your new team members, boosting efficiency in your onboarding process. With this solution in place, handling documents for new hires becomes a smooth and streamlined process.
- When this happens...New Staff Created
Triggers when a new Staff is added in your account.
- 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 ItClick Declined
Triggers when a recipient declined a clickwrap agreement.
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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 ItClick Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItEvents to MonitorRequired
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