BoldSign + Podio
Update and send templates with Podio to BoldSign when items are updated
Streamline your document sending process with this efficient workflow. When an update is made to an item in your Podio app, it prompts the BoldSign app to send a document from a predefined template. This automation not only enhances productivity but also ensures timely communication, making your operations more proficient and saving you time on routine tasks.
Streamline your document sending process with this efficient workflow. When an update is made to an item in your Podio app, it prompts the BoldSign app to send a document from a predefined template. This automation not only enhances productivity but also ensures timely communication, making your operations more proficient and saving you time on routine tasks.
- When this happens...Item Updated
Triggers when you update an existing item, record or entry in an app (standard or custom). Does not trigger on comments.
- automatically do this!Send Document From Template
Create and send a document out for signature based on a BoldSign template.
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