Signaturit + webCRM + Filter by Zapier
Create Signature Requests from new Order confirmation documents in webCRM
Automate the document signing process using this integration. When a new PDF file is generated containing a webCRM order, it will be sent to the order contact person to be signed and executed.
Automate the document signing process using this integration. When a new PDF file is generated containing a webCRM order, it will be sent to the order contact person to be signed and executed.
- When this happens...Document
Triggers when a document is created or updated.
- automatically do this...Only continue if...
Set up rules to specify when this Zap can continue running.
- then do this...Find Delivery
Finds a delivery.
- then do this...Find User
Finds a user.
- then do this...Find Person
Finds a person.
- then do this!Create a Signature Request
Create a Signature Request.
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About Signaturit
Signaturit allows to send and sign documents online with legally binding electronic signatures.
Related categories
About webCRM
webCRM helps your sales team with the daily workflow and overview.
Related categories
About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.