RightSignature + Clio Integrations
In a matter of minutes and without a single line of code, Zapier allows you to connect RightSignature and Clio, with as many as 57 possible integrations. Are you ready to find your productivity superpowers?
Send new Clio clients a RightSignature template for signature
Want a simple way to onboard new clients? Easily send new client agreements or other documents automatically using Zapier’s connection for RightSignature and Clio. Time is money, save both sending contracts, non disclosure agreements, and other documents for signature.
How this Clio-RightSignature integration works
- Add a new client to Clio
- Zapier automatically sends the client a RightSignature template to sign
It's easy to connect RightSignature + Clio and requires absolutely zero coding experience—the only limit is your own imagination.
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.
Creates a new task.
Triggers when a document is completed, typically when all parties have signed.
Creates a new matter.
Triggers when a new task is created.
Creates a person contact.
Triggers when a new matter is created.
Creates a new matter note.
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