Create SignRequests from templates when new Airtable records are added
Save time and streamline your document signing process by automating the sending of SignRequest templates whenever new records are added in Airtable. This workflow simplifies the task by automatically sending a SignRequest from a template based on the information in the new Airtable record. Keep your team efficient and ensure an organized signing process for all your important documents.
Save time and streamline your document signing process by automating the sending of SignRequest templates whenever new records are added in Airtable. This workflow simplifies the task by automatically sending a SignRequest from a template based on the information in the new Airtable record. Keep your team efficient and ensure an organized signing process for all your important documents.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
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