1.Monitors new row in worksheet
Integrate Smartsheet and spreadsheet data tools to capture the new row payload and identify the row for updates later.
Create and send sign-off document to site contact
Automatically monitor new rows in Smartsheet worksheets across SignNow document workflows. Create and update when new row created, job title added, or site contact email capturedβso you can send signature invites, generate sign-off documents, and track completion without manual follow-up.
How this automation accelerates your sign-off turnaround
When a new Smartsheet row appears, delays can stall approvals and push job timelines. This automation creates sign-off documents, sends signature invites, and updates sign-off status in Smartsheetβso your team can close work faster.
Smartsheetor swap with your favorite app
2.Creates document and sends invite
Integrate SignNow and document templates to create a sign-off document, map fields, and send role-based signature invites.
SignNowor swap with your favorite app
3.Updates row with sign-off status
Integrate Smartsheet and reporting tools to write SignNow document data back as sign-off IDs and status fields.
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Speed up document approvals with automated routing, approval reminders, and record updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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