Create and send role-based invites to new documents in SignNow when blocks are activated in Landbot
When a new activity occurs in your Landbot application, this workflow comes into action, creating a document from a template and sending a role-based invite in the SignNow application. This automation saves time by removing the need to manually send invites and simplifies your document workflow, ensuring no detail is missed. The use of this workflow enhances efficiency in managing your team’s tasks in real-time.
When a new activity occurs in your Landbot application, this workflow comes into action, creating a document from a template and sending a role-based invite in the SignNow application. This automation saves time by removing the need to manually send invites and simplifies your document workflow, ensuring no detail is missed. The use of this workflow enhances efficiency in managing your team’s tasks in real-time.
- When this happens...Zapier Block Activated
Triggers when a visitor reaches the "Zapier Integration" Block within a Landbot.
- 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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BotRequired
Blocks
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