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ClickUp + SignNow

Post attachments in ClickUp when documents are completed in SignNow

Automate your document management process with this workflow that promptly posts attachments in ClickUp once they're finalized in SignNow. This process not only saves time but eliminates the need for manual switching between platforms. It's efficient, seamless, and handles your document completion procedure in real-time, providing an active solution to enhance productivity in document handling tasks.

Automate your document management process with this workflow that promptly posts attachments in ClickUp once they're finalized in SignNow. This process not only saves time but eliminates the need for manual switching between platforms. It's efficient, seamless, and handles your document completion procedure in real-time, providing an active solution to enhance productivity in document handling tasks.

  1. When this happens...
    SignNowSignNow
    Document Completed

    Triggers when all signers have filled in and signed the document.

    TriggerInstant
  2. automatically do this!
    ClickUpClickUp
    Post Attachment

    Post an attachment to a task.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Template

    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    • Return ZIPRequired

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    • ActionRequired

    Action
    Write
    • 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

    Action
    Write
  • SignNow triggers, actions, and search

    Document Deleted

    Triggers when a document has been deleted.

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • ToRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
    • DocumentRequired

    • From Email AddressRequired

    • To Email AddressRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
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About ClickUp

ClickUp is a productivity platform that allows you to manage your work and personal tasks in a beautifully intuitive environment.
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Related categories

  • Project Management

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