Create and send role-based SignNow documents when Copper companies are updated
Effortlessly streamline your document management process with this workflow that connects Copper and SignNow. When an updated company is detected in Copper, this automation will create a document from a template and send a role-based invite in SignNow. Save time and reduce errors by letting this integration handle the repetitive tasks for you.
Effortlessly streamline your document management process with this workflow that connects Copper and SignNow. When an updated company is detected in Copper, this automation will create a document from a template and send a role-based invite in SignNow. Save time and reduce errors by letting this integration handle the repetitive tasks for you.
- When this happens...Updated Company
Triggers when a Person's Company is changed.
- 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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