Send standard contract and tag subscriber after CRM tag
Send standard contract and tag subscriber after CRM tag
Your client records marked for contract don't trigger signature requests, stalling onboarding. Get contracts sent and tagged automatically so onboarding finishes same day.
Overview
When CRM tags meant to trigger contracts are missed, onboarding grinds to a halt and clients stall. This flow sends the right contract and updates your subscriber list automatically, so signatures arrive and onboarding completes same day.