Send envelopes using a template in Docusign when new contacts are added in Zillow Tech Connect
When a new contact is added in your Zillow Tech Connect, this automation quickly sends an envelope using a pre-set template in Docusign. Spend less time on mundane tasks and ensure your real estate clients immediately receive the necessary documents. This workflow simplifies your real estate process, saving you time and streamlining your interaction with new clients.
When a new contact is added in your Zillow Tech Connect, this automation quickly sends an envelope using a pre-set template in Docusign. Spend less time on mundane tasks and ensure your real estate clients immediately receive the necessary documents. This workflow simplifies your real estate process, saving you time and streamlining your interaction with new clients.
- When this happens...New Contact
Triggers when a new contact is available in your agent hub (does not trigger if an agent adds the contact themselves).
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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New Contact
Triggers when a new contact is available in your agent hub (does not trigger if an agent adds the contact themselves).
Try ItClick Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try It
Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItEvents to MonitorRequired
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try ItWarning Text
Add certificate of completion
Include documents
Include recipients
Include custom fields
Include form data
Try It