Create and send SignNow documents from templates when stages update in Follow Up Boss
Streamline your document creation process with this workflow. Upon a change in a person's stage within Follow Up Boss, a document from a template is instantly created and a role-based invitation is sent out in SignNow. This automation not only speeds up tasks but also ensures consistency across your documentation. Get onboard in increasing efficiency in managing customer data and documentation.
Streamline your document creation process with this workflow. Upon a change in a person's stage within Follow Up Boss, a document from a template is instantly created and a role-based invitation is sent out in SignNow. This automation not only speeds up tasks but also ensures consistency across your documentation. Get onboard in increasing efficiency in managing customer data and documentation.
- When this happens...Person Stage Updated
Fires when a contact's stage is updated in Follow Up Boss.
- 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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