Create and send contract for signature in eSignatures, and notify via Gmail when new client form is submitted
Create and send contract for signature in eSignatures, and notify via Gmail when new client form is submitted
Create contracts and send them for signature when a new client intake form is submitted in Notion. This ensures efficient onboarding and clear communication, enhancing your client engagement process.
Zap details:
Overview
Create contracts and send them for signature when a new client intake form is submitted in Notion. This ensures efficient onboarding and clear communication, enhancing your client engagement process.