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.
- When this happens...New Submission
Triggers when a new form submission is received.
- 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.
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Select a formRequired
Try ItDocument Deleted
Triggers when a document has been deleted.
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItTemplateRequired
Document NameRequired
FromRequired
ToRequired
Subject
Message
Redirect After Signing
Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItDocumentRequired
ActionRequired
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