Request signatures in SignNow from new Highrise contacts
When gaining new clients, it's optimal to get all of the documentation done in the beginning. With this automation, each time a new contact is added in Highrise, Zapier will create a new signature request document and send it to your client to sign. It's easy, fast, automated, and on-the-go.
When gaining new clients, it's optimal to get all of the documentation done in the beginning. With this automation, each time a new contact is added in Highrise, Zapier will create a new signature request document and send it to your client to sign. It's easy, fast, automated, and on-the-go.
- When this happens...New Contact
Triggers when a new contact is added to Highrise.
- automatically do this!Invite to Sign
Sends an email with the invite to sign a document. NOTE: Use this action only for signing simple documents without fields and roles.
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