Automate Contracts in Airtable

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  • čas přidán 24. 07. 2024
  • Did you know you can automate the sending of contracts directly from Airtable? Imagine clicking a button to generate and send a contract to a prospect or new hire. Thats exactly what we are going to cover using #airtable #zapier and #docusign. After this video you will know the ins and outs of leveraging your Airtable data to generate contracts quickly.
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    00:00 Introduction
    00:33 Use Case
    01:11 Table and Field Setup
    01:35 Tools: Zapier, Docusign
    02:30 Creating a Docusign Template
    04:15 Configuring the template fields
    08:00 Zapier Setup: Create and send Docusign
    19:15 Zapier Setup: Upload Signed Contract
    21:48 End to End Demo
    23:33 Wrap up
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Komentáře • 2

  • @Clementdijoux
    @Clementdijoux Před 26 dny +1

    Keep going juste found your channel I watched all videos !! You're great man