Clio + RSign

Send RSign envelopes for new task status changes in Clio

Automatically send an RSign envelope whenever the status of a task changes in Clio. This Zapier automation ensures that the appropriate documents are sent for e-signature without delay, triggered by task updates in Clio. Streamline your document management and reduce manual steps by automating this process, keeping your workflow efficient and on track.

Automatically send an RSign envelope whenever the status of a task changes in Clio. This Zapier automation ensures that the appropriate documents are sent for e-signature without delay, triggered by task updates in Clio. Streamline your document management and reduce manual steps by automating this process, keeping your workflow efficient and on track.

  1. When this happens...
    ClioClio
    Task Status Updated

    Triggers when the status of a task has changed.

    TriggerInstant
  2. automatically do this!
    RSignRSign
    Send Envelope Using a Template

    Sends an eSign request to selected recipients using the selected RSign template.

    ActionWrite
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Supported triggers and actions

  • Clio triggers, actions, and search

    New Calendar Entry

    Triggers when a new calendar entry is created.

    Trigger
    Instant
    Try It
    • Contact Type

    Trigger
    Instant
    Try It
clio logo
clio logo

About Clio

Clio is a practice management platform that helps lawyers work more efficiently by making it easy to do tasks like tracking time, managing matters, and generating invoices.
Learn more

Related categories

  • CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
rsign logo
rsign logo

About RSign

RSign® is an e-Signature and digital transaction management platform for secure, legally binding, and streamlined document workflows.

Related categories

  • Signatures