Send consent contract for signature in Signaturit when tag is added in Clientify, and format data
Send consent contract for signature in Signaturit when tag is added in Clientify, and format data
Send consent contracts for signature when a specific tag is added to a contact in Clientify. Use Formatter by Zapier to ensure all necessary data is included, then create a signature request in Signaturit for faster compliance.
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Overview
Send consent contracts for signature when a specific tag is added to a contact in Clientify. Use Formatter by Zapier to ensure all necessary data is included, then create a signature request in Signaturit for faster compliance.