Zoho Bookings + Zoho Sign
Send templates in Zoho Sign when new appointments are booked in Zoho Bookings
Effortlessly manage your appointments and signed documents with this seamless workflow between Zoho Bookings and Zoho Sign. When a new appointment is booked in Zoho Bookings, this automation will send a template for signing in Zoho Sign, ensuring a smooth and organized document signing process. Save time and stay organized by streamlining the way you handle appointments and signatures.
Effortlessly manage your appointments and signed documents with this seamless workflow between Zoho Bookings and Zoho Sign. When a new appointment is booked in Zoho Bookings, this automation will send a template for signing in Zoho Sign, ensuring a smooth and organized document signing process. Save time and stay organized by streamlining the way you handle appointments and signatures.
- When this happens...Appointment Booked
Triggers when a new appointment is booked.
- automatically do this!Send Template
Send a template for signing.
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Appointment Canceled
Triggers when an appointment is canceled.
Try ItAppointment Rescheduled
Triggers when an appointment is rescheduled.
Try ItDocument Declined
Triggers when an envelope or document is declined.
Try ItDocument Recalled
Triggers when an envelope or document is recalled.
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Appointment Booked
Triggers when a new appointment is booked.
Try ItDocument Completed
Triggers when an envelope or document is completed i.e. signed and approved by all recipients.
Try ItDocument Expired
Triggers when an envelope or document expires.
Try ItDocument Signed
Triggers when an envelope or document is signed or approved by a recipient.
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