How to connect Docupilot + SignNow + Cognito Forms
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Do even more with Docupilot + SignNow + Cognito Forms
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Docupilot, SignNow, and Cognito Forms. And don’t forget that you can add more apps and actions to create complex workflows.
- Create DocumentCreates a new document from a specified template.Action
- Document CompletedTriggers when all signers have filled in and signed the document.Trigger
- Document DeletedTriggers when a document has been deleted.Trigger
- Document UpdatedTriggers when a document has been updated.Trigger
- New DocumentTriggers when a document has been uploaded to SignNow.Trigger
- Cancel Invite to Sign and Delete DocumentRevokes an invite to sign. Optionally can delete a document.Action
- Create Document From Template & Send Free Form InviteCreates a new document without fillable fields from a selected template and sends an invite to a signer.Action
- Create Document From Template & Send Role-Based InviteCreates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.Action
- SignNow
Sends an email with the invite to sign a document.
Scheduled
Action
- SignNow
Uploads a new document.
Scheduled
Action
- SignNow
Creates a new document and converts field tags to SignNow fillable fields.
Scheduled
Action
- Cognito Forms
Triggers when an entry is deleted.
Instant
Trigger
- Cognito Forms
Triggers when someone fills out your form.
Instant
Trigger
- Cognito Forms
Triggers when an order is created.
Instant
Trigger
- Cognito Forms
Triggers when a payment is collected.
Instant
Trigger
- Cognito Forms
Triggers when a refund is issued.
Instant
Trigger
- Cognito Forms
Triggers when someone updates an entry.
Instant
Trigger
- Cognito Forms
Creates a new entry.
Scheduled
Action
- Cognito Forms
Updates an entry.
Scheduled
Action
- Cognito Forms
Sets the availability of a form.
Scheduled
Action
- Cognito Forms
Gets an entry document.
Scheduled
Action
Connect your apps and automate workflows
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How Docupilot + SignNow + Cognito Forms Integrations Work
- Step 1: Authenticate Docupilot, SignNow, and Cognito Forms.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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