Notify the team, add new clients to onboarding, and send a message in Discord

Notify your team and initiate onboarding for new clients as soon as they complete their signing process in DocuSign. Add them to a Kit sequence and send a message in Discord to ensure everyone is informed and ready to engage.

Notify the team, add new clients to onboarding, and send a message in Discord

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Overview

Notify your team and initiate onboarding for new clients as soon as they complete their signing process in DocuSign. Add them to a Kit sequence and send a message in Discord to ensure everyone is informed and ready to engage.

Notify the team, add new clients to onboarding, and send a message in Discord