Podio + SignNow
Update and send SignNow documents for role-based invites when Podio items change
Effortlessly streamline your document management process with this Podio and SignNow workflow. When an item is updated in Podio, a document will be created from a template in SignNow and a role-based invite will be sent to the relevant parties. This automation not only saves time but also ensures accurate information and timely notifications for all involved.
Effortlessly streamline your document management process with this Podio and SignNow workflow. When an item is updated in Podio, a document will be created from a template in SignNow and a role-based invite will be sent to the relevant parties. This automation not only saves time but also ensures accurate information and timely notifications for all involved.
- When this happens...Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
- 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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