Podio + RightSignature
Create Podio items for newly completed RightSignature documents
Effortlessly manage your signed documents and keep your projects organized with this workflow. When a new document is completed in RightSignature, a new item will be created in Podio, making it easy for your team to stay up-to-date on project progress. Improve your document management process with this seamless automation.
Effortlessly manage your signed documents and keep your projects organized with this workflow. When a new document is completed in RightSignature, a new item will be created in Podio, making it easy for your team to stay up-to-date on project progress. Improve your document management process with this seamless automation.
- When this happens...New Document Completed
Triggers when a document is completed, typically when all parties have signed.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItNew Document Sent
Triggers when a document is sent.
Try ItOrganizationRequired
WorkspaceRequired
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
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New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTemplateRequired
Document NameRequired
Email Recipients
Sign Document in Person
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
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