Add signed document notes and update contact record
Add signed document notes and update contact record
Your completed documents arrive as raw webhooks without contact context, leaving reps unsure who signed and which options they selected. Get signed-document notes and standardized contact fields updated so reps see signature context and timestamps same day.
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Overview
When signed documents complete, your CRM should reflect that instantly instead of waiting for manual updates. This flow parses the completion payload, appends a signed-document note, and writes timestamped custom fields so reps have signature context the same day and can act faster.