Assign tags to new Kartra leads and send documents via DocuSign
Experience streamlined business processes with this effective workflow. As soon as a lead is tagged in Kartra, it initiates the dispatch of an envelope containing a specific document through DocuSign. Ensure prompt, smooth communication, and boost operational efficiency effortlessly with this precision tool, making task management a breeze.
Experience streamlined business processes with this effective workflow. As soon as a lead is tagged in Kartra, it initiates the dispatch of an envelope containing a specific document through DocuSign. Ensure prompt, smooth communication, and boost operational efficiency effortlessly with this precision tool, making task management a breeze.
- When this happens...Lead Is Assigned Tag
Triggers when a lead is assigned a tag.
- automatically do this!Send Envelope Using Document
Sends a envelope signature request using a document.
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