Post signed agreement notice to your team channel
Post signed agreement notice to your team channel
Your signed introducer agreements aren't logged centrally, leaving contract owners unsure who signed. Get signer name and a document link posted to team channel so contracts team can file it same day.
Workflow preview:
Zap details:
Overview
Stop manual checks when agreements complete — publish the signer name and a direct document link to your contracts channel the moment the last signatory finishes. That immediate visibility reduces routing delays and ensures records are filed the same day.