Customer Fields + SignNow
Update Customer Fields in Customer Fields when documents are completed in SignNow
Stay connected to your customers with this seamless workflow. As soon as a document is completed in SignNow, it triggers an update in the Customer Fields app. Keep your client information current and streamline your document process, saving you precious time and ensuring your customer details are always up-to-date. This workflow is the perfect solution for staying organized in a fast-paced business environment.
Stay connected to your customers with this seamless workflow. As soon as a document is completed in SignNow, it triggers an update in the Customer Fields app. Keep your client information current and streamline your document process, saving you precious time and ensuring your customer details are always up-to-date. This workflow is the perfect solution for staying organized in a fast-paced business environment.
- When this happens...Document Completed
Triggers when all signers have filled in and signed the document.
- automatically do this!Update Customer
Update a customer by ID.
- Free forever for core features
- 14 day trial for premium features & apps
Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItDocumentRequired
ActionRequired
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
Document Deleted
Triggers when a document has been deleted.
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItTemplateRequired
Document NameRequired
FromRequired
ToRequired
Subject
Message
Redirect After Signing
Template GroupRequired
Document Group NameRequired
FromRequired
CC
Subject
Message
Redirect After Signing
On Completion
Line Wrapping