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?

Question

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!

adamsmartschan · Accepted Answer

@Neo MatrixFree-  We’ve done similar projects. All depends on the specific need – they’reneverthe same. :)  Would be happy to chat through it if you like!https://calendly.com/adamsmartschan/half-hour-meeting?month=2020-07&back=1

Mercology · Answer

@Neo MatrixFreeI 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/30minDavid

Useful links

Code of conduct

Using the Community

Community expectations

Useful links

Code of conduct

Using the Community

Community expectations

Sign up

Use your Zapier credentials

Log in to the Community

Use your Zapier credentials

Scanning file for viruses.

This file cannot be downloaded