Create folders from templates in Foxit eSign for new Freshsales Suite contacts
Save time and keep your client files organized with this automation. When a new contact is added in Freshsales Suite, a folder from a template is created in Foxit eSign, helping you maintain a consistent structure for your documents. Streamline your document management process and focus on nurturing client relationships instead of organizing paperwork.
Save time and keep your client files organized with this automation. When a new contact is added in Freshsales Suite, a folder from a template is created in Foxit eSign, helping you maintain a consistent structure for your documents. Streamline your document management process and focus on nurturing client relationships instead of organizing paperwork.
- When this happens...New Contact
Triggers when a new contact is created and retrieves 1,000 records in a single polling.
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