Generate and send role-based invites from SignNow templates when updated cards move to a list in Trello
Easily streamline your document creation process with this efficient workflow. Whenever a card is moved to a specific list in Trello, a new document is instantly generated using a template in SignNow and a role-based invite is sent out. Ideal for those seeking to save time and improve accuracy in document management tasks. This automation ensures you remain organized whilst reducing manual effort.
Easily streamline your document creation process with this efficient workflow. Whenever a card is moved to a specific list in Trello, a new document is instantly generated using a template in SignNow and a role-based invite is sent out. Ideal for those seeking to save time and improve accuracy in document management tasks. This automation ensures you remain organized whilst reducing manual effort.
- When this happens...Card Moved to List
Triggers when a Card is moved to a List in Trello, inside the same Board.
- 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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