Create and send documents in SignerX for new tasks in ClickUp
When a new task is initiated in ClickUp, envision an effortless method of document management with this efficient integration. It automatically creates a new contract in SignerX, mitigating the necessity of manually transferring data. This process enhances productivity, saves time, and ensures every new task in your workflow is seamlessly accompanied by its required documentation.
When a new task is initiated in ClickUp, envision an effortless method of document management with this efficient integration. It automatically creates a new contract in SignerX, mitigating the necessity of manually transferring data. This process enhances productivity, saves time, and ensures every new task in your workflow is seamlessly accompanied by its required documentation.
- When this happens...New Task
Triggers when tasks are added.
- automatically do this!Send Template for Signatures
Send an existing template to a new recipient to fill out and sign.
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