Create project record in monday.com, and update client info in ABC Trainerize when SignRequest is signed
Create project record in monday.com, and update client info in ABC Trainerize when SignRequest is signed
Onboard new clients by creating a project item in monday.com and updating their information in ABC Trainerize when a document is signed in SignRequest. This ensures faster onboarding and better client management.
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Overview
Onboard new clients by creating a project item in monday.com and updating their information in ABC Trainerize when a document is signed in SignRequest. This ensures faster onboarding and better client management.