Docusign + Knack
Send envelopes using a template in DocuSign for new form submissions in Knack
Streamline your document process with this workflow. When you receive a new form submission in Knack, it activates the sending of an envelope using a template in Docusign. This automation not only expedites the document sending process but also ensures consistent and error-free delivery for every new Knack form submission. Keep your focus on tasks that matter, whilst your paperwork takes care of itself.
Streamline your document process with this workflow. When you receive a new form submission in Knack, it activates the sending of an envelope using a template in Docusign. This automation not only expedites the document sending process but also ensures consistent and error-free delivery for every new Knack form submission. Keep your focus on tasks that matter, whilst your paperwork takes care of itself.
- When this happens...New Form Submission
Triggers when a form is submitted in a live app.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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