Create and send SignNow documents from templates when new products are purchased in Kartra
Manage your documents more efficiently following a purchase in Kartra with this workflow. When a customer buys a product in Kartra, the process will facilitate a corresponding process in SignNow to create a document using a predefined template and send a role-based invite. This automation not only consolidates your post-purchase actions but also eliminates manual steps, enhancing productivity.
Manage your documents more efficiently following a purchase in Kartra with this workflow. When a customer buys a product in Kartra, the process will facilitate a corresponding process in SignNow to create a document using a predefined template and send a role-based invite. This automation not only consolidates your post-purchase actions but also eliminates manual steps, enhancing productivity.
- When this happens...Customer Buys Product
Triggers when a customer buys product.
- 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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