QuickBooks Online + SigningHub
Share new QuickBooks Online invoices for signing via SigningHub
The process to get invoices signed can be a time consuming one, but using SigningHub can greatly reduce that time and effort. Once active, this Zap will automatically send an invoice via SigningHub to the person who needs to electronically sign you invoice in QuickBooks Online, going out as soon as the invoice is generated.
The process to get invoices signed can be a time consuming one, but using SigningHub can greatly reduce that time and effort. Once active, this Zap will automatically send an invoice via SigningHub to the person who needs to electronically sign you invoice in QuickBooks Online, going out as soon as the invoice is generated.
- When this happens...New Invoice
Triggered when you add a new invoice (with line item support).
- automatically do this...Create Package
This is used to create a package to hold one or more documents
- then do this...Add Document
Add a document to a document package
- then do this...Add User
Add recipient to a workflow
- then do this...Add Electronic Signature
Add Electronic Signature field to a Document
- then do this!Share Document for Signing
Share a Document for signing with recipients
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