Capture client information, send signature request with DocuSign when new record is created in Airtable
Capture client information, send signature request with DocuSign when new record is created in Airtable
Capture client information in Airtable and send a signature request via DocuSign when a new record is created. Initiate the payment authorization process faster, ensuring a smoother onboarding experience.
Zap details:
Overview
Capture client information in Airtable and send a signature request via DocuSign when a new record is created. Initiate the payment authorization process faster, ensuring a smoother onboarding experience.