Better Agency + SignNow
Update Better Agency clients when new SignNow documents are completed
This workflow is designed to streamline your documentation process. Whenever a document is finalized in SignNow, the same information is immediate set to create or update a client in your Better Agency database. This not only saves time but ensures accurate and consistent data across all platforms, vital for efficient agency management.
This workflow is designed to streamline your documentation process. Whenever a document is finalized in SignNow, the same information is immediate set to create or update a client in your Better Agency database. This not only saves time but ensures accurate and consistent data across all platforms, vital for efficient agency management.
- When this happens...Document Completed
Triggers when all signers have filled in and signed the document.
- automatically do this!Create/Update a Client
Client Form to create update a client
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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