BoldSign + Setmore Appointments
Send BoldSign documents from a template for new Setmore Appointments contacts
Automate your document management procedure with this handy Setmore Appointments and BoldSign workflow. Whenever a new contact is added in Setmore Appointments, a document from a predefined template gets dispatched in BoldSign instantly. This workflow saves time by streamlining the sending of important documents while ensuring consistent communication with your new contacts.
Automate your document management procedure with this handy Setmore Appointments and BoldSign workflow. Whenever a new contact is added in Setmore Appointments, a document from a predefined template gets dispatched in BoldSign instantly. This workflow saves time by streamlining the sending of important documents while ensuring consistent communication with your new contacts.
- When this happens...New Contact
Triggers when a contact is created.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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Appointment Deleted
Triggers when a appointment is deleted.
Try ItNew Appointment
Triggers when a new appointment is created.
Try ItAppointment Updated
Triggers when a appointment is updated.
Try ItFirst NameRequired
Last Name
Customer EmailRequired
Customer Mobile
Customer Country Code
Customer Address
Customer City
Customer State
Customer Zip
Start DateRequired
End Date
Notes