Are you still manually sending documents for signature after every invoice? Let Zapier take care of this. Activate this integration, and a RightSignature template is automatically sent out to any recipients for signature whenever a new invoice is issued on Zoho Books, keeping your agreements moving swiftly without slowing your other work down
How this RightSignature - Zoho Books integration works
- A new invoice is sent from Zoho Books
- Zapier sends out a new document for signing via RightSignature
- Zoho Books
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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.
Creates a new contact.
Triggers when a document is completed, typically when all parties have signed.
Creates a new sales invoice.
Triggers when a new item is created.
Creates a new estimate.
Triggers when a new contact is created.
Creates a new item.