BoldSign + Rocketlane
Create new documents in BoldSign from newly created projects in Rocketlane
Stay organized and efficient with this workflow that kicks into gear as soon as a new project is created in your Rocketlane app. It instantly sends a document from a template in BoldSign, ensuring your project documentation is consistent and shared promptly. This integration streamlines your project management processes, letting you concentrate on project execution rather than administrative tasks.
Stay organized and efficient with this workflow that kicks into gear as soon as a new project is created in your Rocketlane app. It instantly sends a document from a template in BoldSign, ensuring your project documentation is consistent and shared promptly. This integration streamlines your project management processes, letting you concentrate on project execution rather than administrative tasks.
- When this happens...Project Created
Triggers when a new project is created.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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