Create documents and send role-based invites in SignNow for new invoices created in Plug&Pay
Organize your workflow more efficiently with this automation that springs into action when a new invoice gets generated in Plug&Pay. Not only does it create a new document from a pre-set template in SignNow, but it further expedites your workflow by sending role-based invites. Create documents, manage invoices, and invite stakeholders in one clean sweep -- letting you focus on other pressing matters.
Organize your workflow more efficiently with this automation that springs into action when a new invoice gets generated in Plug&Pay. Not only does it create a new document from a pre-set template in SignNow, but it further expedites your workflow by sending role-based invites. Create documents, manage invoices, and invite stakeholders in one clean sweep -- letting you focus on other pressing matters.
- When this happens...Invoice Created
Triggers when an invoice is created.
- 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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