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Podio + SignNow

Create and send documents from templates in SignNow for new actions in Podio

Keep your document management process seamless and efficient with this workflow. Upon occurrence of a new activity in the Podio app, this process immediately prepares a corresponding document using a template in the SignNow app and promptly sends out an invite based on the recipient’s role. This workflow not only relieves you from manual tasks, but it also ensures a smooth communication flow within your team.

Keep your document management process seamless and efficient with this workflow. Upon occurrence of a new activity in the Podio app, this process immediately prepares a corresponding document using a template in the SignNow app and promptly sends out an invite based on the recipient’s role. This workflow not only relieves you from manual tasks, but it also ensures a smooth communication flow within your team.

  1. When this happens...
    PodioPodio
    New Action

    Triggers instantly when an action happens inside an app which you choose.

    TriggerInstant
  2. automatically do this!
    SignNowSignNow
    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.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    • WorkspaceRequired

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
  • Podio triggers, actions, and search

    New Organization

    Triggers when you add a new org.

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    Trigger
    Scheduled
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • Field

    • Action TypeRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    • WorkspaceRequired

    • ApplicationRequired

    • View

    Trigger
    Scheduled
    Try It
    • Organization

    • Workspace

    • Application

    • Label

    • Responsible User

    • Status

    Trigger
    Scheduled
    Try It
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About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.
Learn moreHelp

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  • Project Management

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About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

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