Generate signature requests in Signaturit for new leads in Interact
Streamline your contract signing process with this workflow between Interact and Signaturit. When a new lead is added in Interact, a signature request is created in Signaturit, simplifying the signing procedure for both you and your clients. Effortlessly keep track of your documents and maintain security while focusing on building strong client relationships.
Streamline your contract signing process with this workflow between Interact and Signaturit. When a new lead is added in Interact, a signature request is created in Signaturit, simplifying the signing procedure for both you and your clients. Effortlessly keep track of your documents and maintain security while focusing on building strong client relationships.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create a Signature Request
Create a Signature Request.
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QuizRequired
Try ItSignatureRequired
FilesRequired
Delivery TypeRequired
Number of signerRequired
Cc
Subject
Events URL
Data
SignatureRequired
New Signed Document
Triggers when a document has been signed.
Try ItEvents URL
EmailsRequired
SubjectRequired
BodyRequired
Data
TemplatesRequired
Delivery TypeRequired
Number of signerRequired
Cc
Subject
Body
Data