Create and send SignNow documents from templates for new BookingKoala bookings
Streamline your booking process with this simple workflow that connects BookingKoala and SignNow. As soon as a new booking is made in BookingKoala, a document is created from a template and a role-based invite is sent through SignNow. This automation ensures all necessary documents are sent for signature quickly and efficiently, saving you time and ensuring a seamless experience for your clients.
Streamline your booking process with this simple workflow that connects BookingKoala and SignNow. As soon as a new booking is made in BookingKoala, a document is created from a template and a role-based invite is sent through SignNow. This automation ensures all necessary documents are sent for signature quickly and efficiently, saving you time and ensuring a seamless experience for your clients.
- When this happens...New Booking
Triggers when a booking is created.
- 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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