Generate and send SignNow documents from templates for new Interact leads
Speed up your document signing process with this workflow that connects Interact and SignNow. When a new lead is added in Interact, a document is automatically created from a template and a free form invite is sent through SignNow. Simplify your lead management and guarantee faster signature collection for your most crucial documents.
Speed up your document signing process with this workflow that connects Interact and SignNow. When a new lead is added in Interact, a document is automatically created from a template and a free form invite is sent through SignNow. Simplify your lead management and guarantee faster signature collection for your most crucial documents.
- When this happens...New Lead
Triggers when a new lead is collected from quiz.
- automatically do this!Create Document From Template & Send Free Form Invite
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
- Free forever for core features
- 14 day trial for premium features & apps
QuizRequired
Try ItDocument 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
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