Create or update contacts in systeme.io whenever documents are completed in BoldSign
Streamline your contact management in Systeme.io with this BoldSign and Systeme.io integration. Every time a document is completed in BoldSign, this workflow will promptly create or update a contact in Systeme.io, including adding tags. This results in an improved efficiency in your contact management process, ensuring no important updates are missed.
Streamline your contact management in Systeme.io with this BoldSign and Systeme.io integration. Every time a document is completed in BoldSign, this workflow will promptly create or update a contact in Systeme.io, including adding tags. This results in an improved efficiency in your contact management process, ensuring no important updates are missed.
- When this happens...Document Completed
Triggers when the document has been completed by all the signers.
- automatically do this!Create or Update a Contact, Including Adding Tags
Creates or updates a contact, including adding tags
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