Create and update client records in Zoho CRM, and send signature request in DocuSign when new appointment is scheduled
Create and update client records in Zoho CRM, and send signature request in DocuSign when new appointment is scheduled
Create and update client records in Zoho CRM and send a signature request via DocuSign when a new appointment is scheduled in Acuity Scheduling. This ensures accurate data management and timely document processing for improved client engagement.
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Overview
Create and update client records in Zoho CRM and send a signature request via DocuSign when a new appointment is scheduled in Acuity Scheduling. This ensures accurate data management and timely document processing for improved client engagement.