Generate and send role-based SignNow invitations from templates each time deals get updated in Bigin by Zoho CRM
Discover simplified document handling with the effective integration of Bigin by Zoho CRM and SignNow. Each time there's a deal update in Bigin by Zoho CRM, it triggers a new document creation from a predefined SignNow template sending out a role-based invite swiftly. This automated workflow accelerates communication, saves time and pushes efficient movement along your deal lifecycle.
Discover simplified document handling with the effective integration of Bigin by Zoho CRM and SignNow. Each time there's a deal update in Bigin by Zoho CRM, it triggers a new document creation from a predefined SignNow template sending out a role-based invite swiftly. This automated workflow accelerates communication, saves time and pushes efficient movement along your deal lifecycle.
- When this happens...Updated Pipeline Record
Triggers when a pipeline record is updated.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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