Update Ontraport contacts when Docusign envelope status changes, format data, and filter relevant entries
Update Ontraport contacts when Docusign envelope status changes, format data, and filter relevant entries
Update your CRM with relevant contact information when a document is signed in DocuSign. Filter and format data to ensure only affiliate-related contacts are processed, enhancing your onboarding and engagement efforts.
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Overview
Update your CRM with relevant contact information when a document is signed in DocuSign. Filter and format data to ensure only affiliate-related contacts are processed, enhancing your onboarding and engagement efforts.