Kartra + SignNow
Tag new Kartra leads once documents are completed in SignNow
Manage your lead engagement with seamless efficiency with this workflow that connects SignNow and Kartra. As soon as a document is completed in SignNow, the defined tag gets assigned to the lead in Kartra. This enables an immediate shift in your lead management strategy, ensuring timely and relevant follow-ups to capitalize on closed deals or completed tasks.
Manage your lead engagement with seamless efficiency with this workflow that connects SignNow and Kartra. As soon as a document is completed in SignNow, the defined tag gets assigned to the lead in Kartra. This enables an immediate shift in your lead management strategy, ensuring timely and relevant follow-ups to capitalize on closed deals or completed tasks.
- When this happens...Document Completed
Triggers when all signers have filled in and signed the document.
- automatically do this!Assign Tag to Lead
Assign a lead to tags in your Kartra account.
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Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItDocumentRequired
ActionRequired
TemplateRequired
Document NameRequired
FromRequired
CC
Subject
Message
Redirect After Signing
Payment Settings | Merchant Account
Payment Settings | Payer
Payment Settings | Currency
Payment Settings | Payment Amount
On Completion
Line Wrapping
Document Deleted
Triggers when a document has been deleted.
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItTemplateRequired
Document NameRequired
FromRequired
ToRequired
Subject
Message
Redirect After Signing
Template GroupRequired
Document Group NameRequired
FromRequired
CC
Subject
Message
Redirect After Signing
On Completion
Line Wrapping
