Process and store client information from Docusign to Airtable

Process client information from completed DocuSign documents, find existing records in Airtable, and create new entries. Achieve accurate record keeping and improved data management for faster onboarding and clearer reporting.

Zap details:

Overview

Process client information from completed DocuSign documents, find existing records in Airtable, and create new entries. Achieve accurate record keeping and improved data management for faster onboarding and clearer reporting.

Process and store client information from Docusign to Airtable