Notify when a client activates, send document for signing, and create a new company record

Initiate the document signing process and create a new company record when a client activates in Copilot. This ensures faster onboarding and a smoother experience with Docusign for signature requests.

Zap details:

Overview

Initiate the document signing process and create a new company record when a client activates in Copilot. This ensures faster onboarding and a smoother experience with Docusign for signature requests.

Notify when a client activates, send document for signing, and create a new company record