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SignNow + Tally

Create and send SignNow documents from new Tally submissions

Effortlessly streamline your document signing process with this workflow. When a new submission is made in Tally, a document is created from a template and a role-based invite is sent through SignNow. This automation saves you the hassle of manually creating and sending documents for signing, letting you focus on more important tasks while reducing the chances of errors.

Effortlessly streamline your document signing process with this workflow. When a new submission is made in Tally, a document is created from a template and a role-based invite is sent through SignNow. This automation saves you the hassle of manually creating and sending documents for signing, letting you focus on more important tasks while reducing the chances of errors.

  1. When this happens...
    TallyTally
    New Submission

    Triggers when a new form submission is received.

    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

What does this mean?
    • Select a formRequired

    Trigger
    Instant
    Try It
  • SignNow triggers, actions, and search

    Document Deleted

    Triggers when a document has been deleted.

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • ToRequired

    • Subject

    • Message

    • Redirect After Signing

    Action
    Write
    • Template

    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    • Return ZIPRequired

    Trigger
    Instant
    Try It
    • Return PDF of DocumentRequired

    • Return Document HistoryRequired

    Trigger
    Instant
    Try It
    • DocumentRequired

    • ActionRequired

    Action
    Write
    • TemplateRequired

    • Document NameRequired

    • FromRequired

    • 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
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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.
Learn more

Related categories

  • Signatures
tally logo

Related categories

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier