RepCard + SignNow

Create documents from template and send role-based invites in SignNow when statuses change in RepCard

Get rid of the manual process of document creation and sending invites in SignNow every time there's a change of status in RepCard. This seamless workflow triggers when a status changes in RepCard, prompting a new document to be created from a template in the SignNow app, followed by a role-based invitation send-out. Streamline your processes and save precious time with this workflow catering to your business demands.

Get rid of the manual process of document creation and sending invites in SignNow every time there's a change of status in RepCard. This seamless workflow triggers when a status changes in RepCard, prompting a new document to be created from a template in the SignNow app, followed by a role-based invitation send-out. Streamline your processes and save precious time with this workflow catering to your business demands.

  1. When this happens...
    RepCardRepCard
    Status Changed

    Triggers when a status is changed for a contact.

    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

  • RepCard triggers, actions, and search

    Appointment Set

    Triggers when a new Appointment is created for any contact.

    Trigger
    Instant
    Try It
    • Trigger when any user registered to the Event belowRequired

    Trigger
    Instant
    Try It
    • StatRequired

    • Date TimeRequired

    • Owner TypeRequired

    • Stat OwnerRequired

    • Stat UIDRequired

    • Stat ValueRequired

    Action
    Write
repcard logo
repcard logo

About RepCard

RepCard is a sales tool used to facilitate automated follow up with leads that will drive reviews and referrals back to the sales person.
Learn more

Related categories

  • Sales & CRM
signnow logo
signnow logo

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.

Related categories

  • Signatures