Create documents from templates in SignWell when new leads fill an optin form in Kartra
When a new lead completes an optin form in Kartra, this workflow helps you swiftly respond by generating a document from a template in SignWell. This process streamlines your lead management, eliminating the need for manual document creation, resulting in time-saving and efficient lead handling.
When a new lead completes an optin form in Kartra, this workflow helps you swiftly respond by generating a document from a template in SignWell. This process streamlines your lead management, eliminating the need for manual document creation, resulting in time-saving and efficient lead handling.
- When this happens...Lead Fills an Optin Form
Triggers when a lead fills in an optin form.
- automatically do this!Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
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