ClickUp + Zoho Sign
Create new ClickUp folders when documents are signed in Zoho Sign
Stay on top of your document organization effortlessly. With this workflow, each time a document gets signed in Zoho Sign, it concurrently starts a new task in ClickUp. Imagine having an efficient virtual assistant tidying up your signed documents neatly for easy access, essentially making your document management systems more efficient and saving you precious time. Experience a more structured workspace without having to consistently set tasks manually.
Stay on top of your document organization effortlessly. With this workflow, each time a document gets signed in Zoho Sign, it concurrently starts a new task in ClickUp. Imagine having an efficient virtual assistant tidying up your signed documents neatly for easy access, essentially making your document management systems more efficient and saving you precious time. Experience a more structured workspace without having to consistently set tasks manually.
- When this happens...Document Signed
Triggers when an envelope or document is signed or approved by a recipient.
- automatically do this!Create Folder
Triggers when new folders are created.
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Document Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
Try ItDocument Expired
Triggers when an envelope or document expires.
Try ItDocument Signed
Triggers when an envelope or document is signed or approved by a recipient.
Try ItRequest IDRequired
