Notify new customers, send onboarding email, and create document in SignNow
Notify new customers, send onboarding email, and create document in SignNow
Send onboarding information and necessary documents to new customers via Gmail after their payment is processed in Stripe. Create and send role-based invites through SignNow to ensure a smooth start to their coaching journey.
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Overview
Send onboarding information and necessary documents to new customers via Gmail after their payment is processed in Stripe. Create and send role-based invites through SignNow to ensure a smooth start to their coaching journey.