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.
- When this happens...Status Changed
Triggers when a status is changed for a contact.
- automatically do this!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.
- Free forever for core features
- 14 day trial for premium features & apps
Trigger when any appointment is changed to the status(s) below:Required
Try ItNew Contact
Triggers when new contact is created. (Lead, Customer, Recruit, etc.).
Try ItTrigger when any contact is changed to the status(s) below:
Try ItEventRequired
First Name
Last Name
Ticket NumberRequired
Email
Phone Number
Company Name
Ticket TypeRequired