Capture client enrollment info from webhooks, add to Google Sheets, and send contract via SignRequest
Capture client enrollment info from webhooks, add to Google Sheets, and send contract via SignRequest
Capture client enrollment information from web requests, store it in Google Sheets, and send contracts for signature via SignRequest. This process accelerates onboarding and ensures accurate data management.
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Overview
Capture client enrollment information from web requests, store it in Google Sheets, and send contracts for signature via SignRequest. This process accelerates onboarding and ensures accurate data management.