SignRequest + ZenMaid
Create SignRequests from templates when new contacts are added in ZenMaid
Streamline your contract process by connecting ZenMaid and SignRequest. With this workflow, when a new contact is created in ZenMaid, it automatically sends a SignRequest from a template to the contact, saving you time and ensuring seamless communication. Say goodbye to manual intervention for managing and sending contracts to clients.
Streamline your contract process by connecting ZenMaid and SignRequest. With this workflow, when a new contact is created in ZenMaid, it automatically sends a SignRequest from a template to the contact, saving you time and ensuring seamless communication. Say goodbye to manual intervention for managing and sending contracts to clients.
- When this happens...Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Try ItContact Updated
Triggers when a ZenMaid contact (lead or customer) is modified.
Try ItOne-Time Service Updated
Triggers when a ZenMaid One-Time Service is modified.
Try ItRecurring Service Created
Triggers when a ZenMaid Recurring Service is created.
Try It
Contact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Try ItOne-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Try ItRecurring Service Cancelled
Triggers when a ZenMaid Recurring Service is cancelled.
Try ItRecurring Service Updated
Triggers when a ZenMaid Recurring Service is modified.
Try It