I run a property business in the UK and I ask new investors I work with to complete an investor onboarding form in Mailchimp.
I want to set up a Zap (Zapier) to then get a standard NDA/NCA doc in Docusign generated and sent to them automatically.
At the moment I am doing this manually and I want to remove the manual operation.
Can anyone give guidance on how to do this please?
Thanks,
Fiona
Hello
Welcome to the Docusign Community and thank you for posting your concerns!
For assistance on setting up the Zapier integration please reach out to their support team as we do not own it and unfortunately have limited information on it. If after reaching out to them they need something from our side, please feel free into posting it and we will assist in what we can.
Let us know if you need further assistance with this.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
Hello
If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.
Best regards,
Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!
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