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.
- When this happens...Task Status Updated
Triggers when the status of a task has changed.
- automatically do this!Send Envelope Using a Template
Sends an eSign request to selected recipients using the selected RSign template.
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