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Retrieve signed documents from Docusign, and update contact in Ontraport

Retrieve signed documents from Docusign, and update contact in Ontraport

Retrieve signed agreements from DocuSign and update contact information in Ontraport to ensure effective follow-up. This process accelerates onboarding and improves client engagement.

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Overview

Retrieve signed agreements from DocuSign and update contact information in Ontraport to ensure effective follow-up. This process accelerates onboarding and improves client engagement.

Retrieve signed documents from Docusign, and update contact in Ontraport