Send signature request reminders in Signaturit for new leads in Interact
Effortlessly streamline your lead management process with this automation. When a new lead is added in Interact, it will instantly trigger a signature request reminder in Signaturit, ensuring that important documents are timely signed by your clients. Save time and boost efficiency in your workflow with this simple yet effective solution.
Effortlessly streamline your lead management process with this automation. When a new lead is added in Interact, it will instantly trigger a signature request reminder in Signaturit, ensuring that important documents are timely signed by your clients. Save time and boost efficiency in your workflow with this simple yet effective solution.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Send a Signature Request Reminder
Sends a signature request reminder.
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QuizRequired
Try ItSignatureRequired
FilesRequired
Delivery TypeRequired
Number of signerRequired
Cc
Subject
Events URL
Data
SignatureRequired
New Signed Document
Triggers when a document has been signed.
Try ItEvents URL
EmailsRequired
SubjectRequired
BodyRequired
Data
TemplatesRequired
Delivery TypeRequired
Number of signerRequired
Cc
Subject
Body
Data