ClientRock + SignerX.com
Send SignerX signature requests for new ClientRock meetings
This integration will send a SignerX form/signature request to your clients when they book a ClientRock meeting, so you don't have to chase them down for information or signatures. Streamline your process, save time, and ensure all necessary documents are signed promptly, enhancing the client experience with SignerX's personalized greeting videos, fun celebration games, and beautifully branded documents.
This integration will send a SignerX form/signature request to your clients when they book a ClientRock meeting, so you don't have to chase them down for information or signatures. Streamline your process, save time, and ensure all necessary documents are signed promptly, enhancing the client experience with SignerX's personalized greeting videos, fun celebration games, and beautifully branded documents.
- When this happens...New Meeting
Triggers when a new meeting is created.
- automatically do this!Send Template for Signatures
Send an existing template to a new recipient to fill out and sign.
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