Create documents from templates in SignWell for new customers in Stripe
Streamline your onboarding process with this efficient workflow. When a new customer signs up on Stripe, a document is immediately created from a preset template in SignWell. This saves time, reduces manual data input and ensures that every customer receives consistent information - allowing you to focus on providing outstanding service.
Streamline your onboarding process with this efficient workflow. When a new customer signs up on Stripe, a document is immediately created from a preset template in SignWell. This saves time, reduces manual data input and ensures that every customer receives consistent information - allowing you to focus on providing outstanding service.
- When this happens...New Customer
Triggers when a new customer is added.
- automatically do this!Create Document From Template
Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
- Free forever for core features
- 14 day trial for premium features & apps