Create or update persons in NationBuilder when new documents are completed in SignNow
When a document is completed in SignNow, instantly update or create a new person profile in NationBuilder with this simple workflow. This automation helps you effortlessly transfer information between platforms, ensuring your NationBuilder records stay up-to-date with every completed document in SignNow. No more manual updating, just seamless information flow.
When a document is completed in SignNow, instantly update or create a new person profile in NationBuilder with this simple workflow. This automation helps you effortlessly transfer information between platforms, ensuring your NationBuilder records stay up-to-date with every completed document in SignNow. No more manual updating, just seamless information flow.
- When this happens...Document Completed
Triggers when all signers have filled in and signed the document.
- automatically do this!Create/Update Person
Creates a person in your nation if they don't exist. Updates an existing person if they do exist.
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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
Document 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
DocumentRequired
From Email AddressRequired
To Email AddressRequired
Subject
Message
Redirect After Signing