Request signatures in SignNow from new Infusionsoft contacts
When this happensStep 1: New Contact
Then do thisStep 2: Create Document From Template
Ensure all of your customers have completed their documentation when you use this Infusionsoft to SignNow automation. Set it up, and each time a new contact is added in Infusionsoft, Zapier will create a new signature request document and send an invite to your client. Cover all of your bases and make sure your records are complete.
How It Works
- A new contact is added to your group in Infusionsoft
- Zapier creates a new signature document from your template, and sends an invite to your client in SignNow
What You Need
- Infusionsoft account
- SignNow account