Redtail CRM + SignNow
Create and send SignNow documents for new Redtail CRM contacts
Effortlessly manage documents and streamline your client onboarding process with this Redtail CRM to SignNow automation. Once a new contact is created in Redtail CRM, a document will be generated from a template in SignNow, and a free form invite will be sent for signing. Save time and reduce manual work by seamlessly connecting your CRM and e-signature tools.
Effortlessly manage documents and streamline your client onboarding process with this Redtail CRM to SignNow automation. Once a new contact is created in Redtail CRM, a document will be generated from a template in SignNow, and a free form invite will be sent for signing. Save time and reduce manual work by seamlessly connecting your CRM and e-signature tools.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
- Free forever for core features
- 14 day trial for premium features & apps
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
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