Send SignRequests from a template when new recurring services are created in ZenMaid
Streamline your document signing process with this convenient workflow. When a recurring service is created in ZenMaid, a SignRequest is sent from an existing template within the SignRequest app. This automation saves you time by sending necessary documents swiftly and efficiently while lowering the risk of missed signatures, boosting productivity and efficiency in your company's operations.
Streamline your document signing process with this convenient workflow. When a recurring service is created in ZenMaid, a SignRequest is sent from an existing template within the SignRequest app. This automation saves you time by sending necessary documents swiftly and efficiently while lowering the risk of missed signatures, boosting productivity and efficiency in your company's operations.
- When this happens...Recurring Service Created
Triggers when a ZenMaid Recurring Service is created.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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Appointment Status Updated
Triggers when a ZenMaid Appointment status is modified.
Try ItContact Created
Triggers when a ZenMaid contact (lead or customer) is created.
Try ItInvoice Created
Triggers when a new ZenMaid invoice is created.
Try ItOne-Time Service Created
Triggers when a ZenMaid One-Time Service is created.
Try It

