Create documents and send role-based invites in SignNow for new Copper companies
Effortlessly streamline your onboarding process with this Copper and SignNow integration. When a new company is added in Copper, this workflow will automatically generate a document from a template and send a role-based invite using SignNow. Simplify document signing and save valuable time, while ensuring a seamless onboarding experience for your clients or partners.
Effortlessly streamline your onboarding process with this Copper and SignNow integration. When a new company is added in Copper, this workflow will automatically generate a document from a template and send a role-based invite using SignNow. Simplify document signing and save valuable time, while ensuring a seamless onboarding experience for your clients or partners.
- When this happens...New Company
Triggers when a new Company is created in Copper.
- 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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