Create and send SignNow documents from templates for new Xero payments
Speed up your payment processing and document signing workflows with this automation. When a new payment is recorded in Xero, a document will be created from a template in SignNow and a role-based invite will be sent out for signing. Streamline your financial processes while ensuring important documents are signed and delivered efficiently.
Speed up your payment processing and document signing workflows with this automation. When a new payment is recorded in Xero, a document will be created from a template in SignNow and a role-based invite will be sent out for signing. Streamline your financial processes while ensuring important documents are signed and delivered efficiently.
- When this happens...New Payment
Triggers when you receive a new payment.
- 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