Dropbox Sign + Redtail CRM
Update contacts in Redtail CRM and send signature requests from a template in Dropbox Sign
Keep your signature requests up to date with this efficient workflow between Redtail CRM and Dropbox Sign. Whenever a contact is updated in Redtail CRM, this automation sends a signature request from a template in Dropbox Sign, ensuring your documents are signed promptly and accurately. Save time and improve your document management process by streamlining these tasks.
Keep your signature requests up to date with this efficient workflow between Redtail CRM and Dropbox Sign. Whenever a contact is updated in Redtail CRM, this automation sends a signature request from a template in Dropbox Sign, ensuring your documents are signed promptly and accurately. Save time and improve your document management process by streamlining these tasks.
- When this happens...Contact Updated
Triggers when an existing contact is updated in your database.
- automatically do this!Send Signature Request From Template
Sends a HelloSign template out for signature request.
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Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
