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How do I set up a Docusign workflow automation from WordPress?

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Further details of question I really need toΒ to merge fields from WordPress data capture to an e-sign app that emails a signable document. A workflow solution I’ve considered is: Step 1) Web visitor inputs data into a WordPress page which is integrated with a form tool (Google Forms, Gravity Forms, TypeForms or Contact Form 7 etc) Step 2) Data is pulled from the WordPress form app and...

What software can I use for automating our Operations department?

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Further question details We are a growing accounting firm that is focused on providing our clients with the best bookkeeping and tax experience possible, we are paperless, tech-savvy and we think outside the box. We operate with a start-up mentality where we constantly adapt to our clients and move very quickly. We’d love to automate our Operations management, what are your suggestions? The...

How do I build a training portal?

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Further details We would like to build a training portal for our retailers and their employees. The training includes 5 video modules and will have questions related to the videos. We need to be able to track who has completed the training and would like to be able to generate a report at the end of each month with who has completed training. Retailers must also be able to register their business...

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