AgencyZoom + SignNow
Create AgencyZoom notes when new SignNow documents are completed
When a document reaches completion status in SignNow, this automation ensures that a corresponding note gets created in AgencyZoom right away. This streamlined workflow eliminates the need for manual updates, saving you time and maintaining consistency across your systems. Ideal for organizations using these platforms to manage contracts and communications, this setup enhances efficiency with every completed document.
When a document reaches completion status in SignNow, this automation ensures that a corresponding note gets created in AgencyZoom right away. This streamlined workflow eliminates the need for manual updates, saving you time and maintaining consistency across your systems. Ideal for organizations using these platforms to manage contracts and communications, this setup enhances efficiency with every completed document.
- When this happens...Document Completed
Triggers when all signers have filled in and signed the document.
- automatically do this!Create a Note
Create a note for a lead or a customer.
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Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItDocumentRequired
ActionRequired
TemplateRequired
Document NameRequired
FromRequired
CC
Subject
Message
Redirect After Signing
Payment Settings | Merchant Account
Payment Settings | Payer
Payment Settings | Currency
Payment Settings | Payment Amount
On Completion
Line Wrapping
Document Deleted
Triggers when a document has been deleted.
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItTemplateRequired
Document NameRequired
FromRequired
ToRequired
Subject
Message
Redirect After Signing
Template GroupRequired
Document Group NameRequired
FromRequired
CC
Subject
Message
Redirect After Signing
On Completion
Line Wrapping
