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  • Do you use Zaps to: Transfer Google Doc contact info (or other CRM) into Docusign, DigitalInk, or Zip Form Plus, for Listing or Buyer Real Estate Application?
Best answer

Do you use Zaps to: Transfer Google Doc contact info (or other CRM) into Docusign, DigitalInk, or Zip Form Plus, for Listing or Buyer Real Estate Application?

  • 20 July 2020
  • 2 replies
  • 124 views
N

I need to Automate:
Clients to enter their: contact information; property to sell information; Auto fill up to 30 documents, send those docs out to obtain signatures and other fill in information in two phases, set up MLS listings and fill in information there, Secure signatures and forward to all parties.

I can use any CRM to gather contact information. I can use Docusign, Digisign within SkySlope, Digital Ink, SkySlope, NTREIS (an Multiple Listing Service software), and can load all my own templates.

What I want to know is: Has anyone done this already?

If you have, I’ll pay you to do it for me!

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Best answer by adamsmartschan 20 July 2020, 20:32

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2 replies

adamsmartschan
Userlevel 5
Badge +6

@Neo MatrixFree -

We’ve done similar projects. All depends on the specific need – they’re never the same. :)

Would be happy to chat through it if you like! https://calendly.com/adamsmartschan/half-hour-meeting?month=2020-07&back=1

Mercology
Userlevel 4
Badge +5

@Neo MatrixFree 

 

I have done integrations using Zapier and SkySlope for other Real Estate companies..kinda tricky as the API is very new.  I do have a good contact there is you need additional help.  Feel free to schedule some time.  https://calendly.com/mercology/30min

 

David

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