RepCard + SignNow

RepCard + SignNow integrations

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.

When this happens...
Status ChangedTriggers when a status is changed for a contact.
TriggerInstant
automatically do this!
Create Document From Template & Send Role-Based InviteCreates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
ActionWrite

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More things you can do with RepCard and SignNow

Discover other triggers and actions you can use with RepCard and SignNow

- Trigger when any appointment is changed to the status(s) below:
  Required
Trigger
Instant
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New Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Trigger
Instant
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- Trigger when any contact is changed to the status(s) below:
Trigger
Instant
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- Event
  Required
- First Name
- Last Name
- Ticket Number
  Required
- Email
- Phone Number
- Company Name
- Ticket Type
  Required
Action
Write
- Appointment Title
- First Name
  Required
- Last Name
- Email
- Phone Country Code
- Phone Number
- Address
- State
- City
- Zip Code
- Meeting Location
- Meeting Link
- Notes
- Calendar
  Required
- Setter
  Required
- Closer
- Appointment Start Time
  Required
- Appointment End Time
  Required
Action
Write

- Event
  Required
- Ticket Type
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Job Title
  Required
- Company Name
  Required
Action
Write
- Send To Existing Contact
  Required
- Send Via SMS
  Required
- Send Via Email
  Required
- Who's RepCard do you want to send?
  Required
- Type
- First Name
- Last Name
- Country Code
- Phone Number
- Email
- Initial Message
  Required
- Choose Contact
- Include Social Media Links
  Required
- Choose text campaign
Action
Write

- Template
- Return PDF of Document
  Required
- Return Document History
  Required
- Return ZIP
  Required
Trigger
Instant
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Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
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- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
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- Template
  Required
- Document Name
  Required
- From
  Required
- To
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- Template Group
  Required
- Document Group Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- On Completion
- Line Wrapping
Action
Write
- File
  Required
- Document Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

Appointment Set
Triggers when a new Appointment is created for any contact.
Trigger
Instant
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- Trigger when any user registered to the Event below
  Required
Trigger
Instant
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New User
Triggers when a new user is created.
Trigger
Instant
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- Stat
  Required
- Date Time
  Required
- Owner Type
  Required
- Stat Owner
  Required
- Stat UID
  Required
- Stat Value
  Required
Action
Write
- First Name
- Last Name
- Type
  Required
- Contact Owner
  Required
- Email
- Country Code
- Phone Number
- Status
  Required
- Company Name
- Title
- Address
- Address 2
- State
- City
- Zip
- Latitude
- Longitude
- Notes
Action
Write
- First Name
  Required
- Last Name
- User Email
  Required
- Country Code
  Required
- Phone Number
  Required
- Role
  Required
- Job Title
  Required
- Office
  Required
- Team
Action
Write
- Contact
  Required
- First Name
- Last Name
- Type (Lead/Customer/Recruit/Other)
  Required
- Email
- Country Code
- Phone Number
- Company Name
- title
- Status
  Required
- Notes
- Address
- Address 2
- State
- City
- Zip
Action
Write
- Document Group Template
- Return PDF of Document Group
  Required
- Return Document Group History
  Required
- Return ZIP
  Required
Trigger
Instant
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- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
Try It
- Document
  Required
- Action
  Required
Action
Write
- Template
  Required
- Document Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
Action
Write
- Document
  Required
- From Email Address
  Required
- To Email Address
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- File
  Required
- Document Name
Action
Write

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.

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Related categories

Sales & CRM

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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Related categories

Signatures