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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?

  • July 20, 2020
  • 2 replies
  • 153 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!

Best answer by adamsmartschan

@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

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

2 replies

adamsmartschan
Forum|alt.badge.img+6
  • adamsmartschanZapier Solution Partner
  • Zapier Solution Partner
  • Answer
  • July 20, 2020

@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
Forum|alt.badge.img+5
  • MercologyZapier Solution Partner
  • Zapier Solution Partner
  • October 5, 2020

@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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