Do you have paperwork you’ll need new members of your venue to sign? Setting up this integration ensures that each your your new venue members receives an invitation to sign a membership agreement as soon as you add them as a user into your Optix account.
How this Optix-RightSignature integration works
- A new user is added on Optix
- Zapier automatically prompts RightSignature to send an invite to the user to sign
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Triggers when a document is sent.
Sends a template from your account.
NOTE: The document sender email and name default to the email and name of the authenticated user.
Triggers when a document is not signed in the allowed time and expires.
Triggers when a document is completed, typically when all parties have signed.
Triggers when a member booking has been updated.
Triggers when a member booking has been cancelled.