Create documents from templates and send invites in SignerX for new submissions in Device Magic
Streamline your data management with this effective workflow. When you receive a new Device Magic submission, it automatically generates a specified document and sends a role-based invite in SignerX. This process eliminates unnecessary manual steps, freeing you up to focus on more important tasks.
Streamline your data management with this effective workflow. When you receive a new Device Magic submission, it automatically generates a specified document and sends a role-based invite in SignerX. This process eliminates unnecessary manual steps, freeing you up to focus on more important tasks.
- When this happens...New Submission
Triggers when your form receives a new submission.
- automatically do this!Pre-Fill a Template and Send for Signatures
Use any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
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