Create documents and send role-based invites in SignNow when buttons are clicked in Zapier Tables
Streamline your document production and sharing process with this practical workflow. Once a specific button is clicked in Tables by Zapier, a designated document template in SignNow springs into action, swiftly followed by an issuance of a role-based invite. This not only saves you considerable time but also ensures remarkable consistency in your document creation and distribution efforts. A valuable tool for anyone engaged in frequent document-related tasks.
Streamline your document production and sharing process with this practical workflow. Once a specific button is clicked in Tables by Zapier, a designated document template in SignNow springs into action, swiftly followed by an issuance of a role-based invite. This not only saves you considerable time but also ensures remarkable consistency in your document creation and distribution efforts. A valuable tool for anyone engaged in frequent document-related tasks.
- When this happens...Trigger Zap Button Clicked
Triggers when a button is clicked on a record.
- 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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