Notify when client signs document and find client details for follow up
Notify when client signs document and find client details for follow up
Notify your team when a client signs a document by catching webhooks in Zapier, finding relevant client details in PostgreSQL, and running custom JavaScript for tailored follow-up actions, ensuring timely responses and improved client engagement.
Zap details:
Overview
Notify your team when a client signs a document by catching webhooks in Zapier, finding relevant client details in PostgreSQL, and running custom JavaScript for tailored follow-up actions, ensuring timely responses and improved client engagement.