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.

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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.

Capture client information, send signature request with DocuSign when new record is created in Airtable