Create and send SignNow documents from new records in Zapier Tables
This workflow begins when there's a new record in your Zapier Tables. It then creates a document from a specified template and sends an invite based on roles in your SignNow app. This automation streamlines your document management and distribution process, eliminating manual tasks and ensuring timely delivery. Perfect for those who constantly use Zapier Tables and SignNow to manage company records and documents.
This workflow begins when there's a new record in your Zapier Tables. It then creates a document from a specified template and sends an invite based on roles in your SignNow app. This automation streamlines your document management and distribution process, eliminating manual tasks and ensuring timely delivery. Perfect for those who constantly use Zapier Tables and SignNow to manage company records and documents.
- When this happens...New Record
Triggers when a new record is added to a table.
- 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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