Create Remember the Milk tasks for newly sent Signority documents
When this happensStep 1: New Sent Document
Then do thisStep 2: Add a Task
Automatically create a task in Remember the Milk for all your sent documents with this Zapier integration. You can easily stay on top of all the documents currently in progress and set up deadlines so you know when to check in with your signers. Don't lose deals because you forgot which documents were in circulation—instead, close deals more efficiently and on time!
How this Signority-Remember the Milk integration works
- A document is sent from Signority
- Zapier automatically creates a task in Remember the Milk
- Remember the Milk