SignRequest + Upnify Integration

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SignRequest + Upnify Integration
1.
  • SignRequest
    Document is signed in SignRequest Instant
  • SignRequest
    Signee viewed the document in SignRequest Instant
  • SignRequest
    Document is declined in SignRequest Instant
  • Upnify
    Client is created in Upnify Instant
  • Upnify
    Prospect is created in Upnify Instant
  • Upnify
    Opportunity is created in Upnify Instant
  • Upnify
    Sale is created in Upnify Instant
2.
  • SignRequest
    Send sign request from template in SignRequest
  • SignRequest
    Send SignRequest in SignRequest
  • Upnify
    Create client in Upnify
  • Upnify
    Create prospects in Upnify
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