Docusign + Redtail CRM
Create signature requests in DocuSign for new contacts in Redtail CRM
Effortlessly streamline your document signing process with this Redtail CRM and DocuSign automation. When a new contact is created in Redtail CRM, a signature request will be generated in DocuSign, saving you time and ensuring a seamless experience for your clients. Keep your business running smoothly and efficiently with this simple yet effective workflow.
Effortlessly streamline your document signing process with this Redtail CRM and DocuSign automation. When a new contact is created in Redtail CRM, a signature request will be generated in DocuSign, saving you time and ensuring a seamless experience for your clients. Keep your business running smoothly and efficiently with this simple yet effective workflow.
- When this happens...Contact Created
Triggers when a new contact is created in your database.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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- 14 day trial for premium features & apps
Activity Created
Triggers when a new activity is created in your database.
Try ItActivity Updated
Triggers when an activity is updated in your database.
Try ItContact Deleted
Triggers when a new contact is deleted in your database.
Try ItOpportunity Created
Triggers when a new opportunity is created in your database.
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Activity Deleted
Triggers when an activity is deleted in your database.
Try ItContact Created
Triggers when a new contact is created in your database.
Try ItContact Updated
Triggers when an existing contact is updated in your database.
Try ItOpportunity Deleted
Triggers when an opportunity is deleted in your database.
Try It
