Docusign + Zillow Tech Connect integrations
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 this happens...New ContactTriggers 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 TemplateSends a envelope signature request using a template.
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More things you can do with Zillow Tech Connect and Docusign
Discover other triggers and actions you can use with Zillow Tech Connect and Docusign
- New Contact
Triggers when a new contact is available in your agent hub (does not trigger if an agent adds the contact themselves).
Try ItTriggerInstant - Click Declined
Triggers when a recipient declined a clickwrap agreement.
Try ItTriggerInstant - Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
- Click Agreed
Triggers when a recipient accepted a clickwrap agreement.
Try ItTriggerInstant - Events to MonitorRequired
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant- Warning_text
- Add certificate of completion
- Include documents
- Include recipients
- Include custom fields
- Include form data
Try ItTriggerInstant
Related categories
The Zillow Tech Connect app allows agents to send leads to tools like CRMs and marketing automation software. It works for Zillow, Trulia, HotPads, RealEstate.com, and StreetEasy. It is also known as Zillow Premier Agent.
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