Create and send SignNow documents from your new ClickFunnels Classic purchases
Streamline your sales and document processes with this intuitive workflow. When a successful purchase occurs in ClickFunnels Classic, it triggers an event to create a document from a template and send a role-based invite via SignNow. This system not only saves time and maximizes efficiency but elevates the customer experience by ensuring timely communication. Take your business operations to the next level with this smooth automation process.
Streamline your sales and document processes with this intuitive workflow. When a successful purchase occurs in ClickFunnels Classic, it triggers an event to create a document from a template and send a role-based invite via SignNow. This system not only saves time and maximizes efficiency but elevates the customer experience by ensuring timely communication. Take your business operations to the next level with this smooth automation process.
- When this happens...New Successful Purchase
Triggers when a successful Purchase is made in a Funnel.
- 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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