Podia + SignRequest
Create and send SignRequests from a template for new Podia product sign-ups
Streamline your document signing process with this efficient automation. When a new product signup occurs in Podia, it triggers an action to send a SignRequest from a preset template. This handy workflow ensures all necessary documents are shared swiftly and efficiently, saving you time and enhancing client onboarding experience.
Streamline your document signing process with this efficient automation. When a new product signup occurs in Podia, it triggers an action to send a SignRequest from a preset template. This handy workflow ensures all necessary documents are shared swiftly and efficiently, saving you time and enhancing client onboarding experience.
- When this happens...Product Signed Up For
Triggers when someone signs up for a free or paid product (Unavailable on Podia Free).
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
- Free forever for core features
- 14 day trial for premium features & apps
Someone Leaves Community
Triggers when a community member cancels their plan (Unavailable on Podia Free).
Try ItTag
Try ItProduct Signed Up For
Triggers when someone signs up for a free or paid product (Unavailable on Podia Free).
Try ItProductRequired
EmailRequired
First Name
Last Name
Send Registration EmailRequired