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