RightSignature + Tally
RightSignature + Tally
RightSignature + Tally integrations
Create and send RightSignature templates for new Tally submissions
Effortlessly streamline your document management process with this automation. When a new submission is received in Tally, the workflow sends a template from RightSignature, making it easy to collect signatures on important documents. Simplify and speed up your approval process while saving time on administrative tasks.
- When this happens...New SubmissionTriggers when a new form submission is received.
- automatically do this!Send TemplateClones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
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More things you can do with Tally and RightSignature
Discover other triggers and actions you can use with Tally and RightSignature
- Select a formRequired
Try ItTriggerInstant- New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTriggerPolling - TemplateRequired
- Document NameRequired
- Email Recipients
- Sign Document in Person
ActionWrite
- New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItTriggerPolling - New Document Sent
Triggers when a document is sent.
Try ItTriggerPolling
Related categories
About Tally
The simplest way to create beautiful forms and surveys, for free.
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