Ontraport + SignRequest
Send a SignRequest template when a tag is added to Ontraport contacts
If you're tired of wasting time creating contracts/agreements for each client and want to automate the process once a contact in an Ontraport database reaches a certain stage in your process, use this Zap to send a SignRequest template that includes the contact information from your Ontraport account. Check out this video for exact how to details. https://www.youtube.com/watch?v=h_YWTjeftNk
If you're tired of wasting time creating contracts/agreements for each client and want to automate the process once a contact in an Ontraport database reaches a certain stage in your process, use this Zap to send a SignRequest template that includes the contact information from your Ontraport account. Check out this video for exact how to details. https://www.youtube.com/watch?v=h_YWTjeftNk
- When this happens...Tag Added
Triggers when a tag is successfully added to a contact or a custom object.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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New Contact
Triggers when a new contact is added to Ontraport.
Try ItProduct IdRequired
Try ItProduct IdRequired
Try ItEmail
Last Name
First Name
Address
City
State
Zip Code
Address Line 2
Country
Office Phone
SMS Number
Birthday
Title
Fax
Website
Company
First Campaign
First Content
First Lead Source
First Medium
First Term
Last Campaign
Last Content
Last Lead Source
Last Medium
Last Term
Facebook
Instagram
Twitter
Linkedin
Profile Image
Sequence
Tag
