Trigger contract signing, create client record, and notify team on new Tally submission
Trigger contract signing, create client record, and notify team on new Tally submission
Automate your onboarding process by triggering actions with each new Tally form submission. Send contract requests via DocuSign, create client records in Airtable, and notify your team with a Campfire message in Basecamp for faster onboarding.
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Overview
Automate your onboarding process by triggering actions with each new Tally form submission. Send contract requests via DocuSign, create client records in Airtable, and notify your team with a Campfire message in Basecamp for faster onboarding.