Create and send role-based invite documents in SignNow when new tags are added to contacts in Follow Up Boss
Enhance contact management by integrating Follow Up Boss with SignNow. By adding a tag to a contact in Follow Up Boss, a document from a pre-set template is generated in SignNow, simultaneously sending a role-based invitation. This workflow not only simplifies your tasks but also optimizes documentation needs, ensuring an efficient way to administrate contacts and their associated documents.
Enhance contact management by integrating Follow Up Boss with SignNow. By adding a tag to a contact in Follow Up Boss, a document from a pre-set template is generated in SignNow, simultaneously sending a role-based invitation. This workflow not only simplifies your tasks but also optimizes documentation needs, ensuring an efficient way to administrate contacts and their associated documents.
- When this happens...Tag Added to Contact
Fires when a tag is added to a contact 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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