Request signatures seconds after new deals are made with this Podio to SignNow automation. Set it up, and each time there is new activity in Podio, Zapier will create a new signature request document and send an invite to your client. End the need for paper and go digital!
How It Works
- New activity in Podio
- Zapier creates a new signature document from your template, and sends an invite to your client in SignNow
What You Need
- Podio account
- SignNow account
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Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
Update an item, record or entry inside an app (standard or custom).
Triggers instantly when an action happens inside an app which you choose.
Create a new item, record or entry inside an app (standard or custom).
Triggers when you add a new task.
Sends an email with the invite to sign a document. NOTE: Use this action only for signing simple documents without fields and roles.
Triggers when you add a new item, record or entry to an app (standard or custom).
Uploads a new document.
Triggers when all signers have filled in and signed the document.
Creates a new document with fillable fields from a selected template and sends a signature request to one or multiple signers.
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