Collect client info from Jotform, extract month from date, and send signing template via Zoho Sign
Collect client info from Jotform, extract month from date, and send signing template via Zoho Sign
Collect client information from Jotform submissions, extract the month from the provided date, and send a signing template via Zoho Sign for approval. This process accelerates client onboarding and improves data accuracy.
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Overview
Collect client information from Jotform submissions, extract the month from the provided date, and send a signing template via Zoho Sign for approval. This process accelerates client onboarding and improves data accuracy.