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Podio + SignNow

Podio + SignNow integrations

Create and send documents from templates in SignNow for new actions in Podio

Keep your document management process seamless and efficient with this workflow. Upon occurrence of a new activity in the Podio app, this process immediately prepares a corresponding document using a template in the SignNow app and promptly sends out an invite based on the recipient’s role. This workflow not only relieves you from manual tasks, but it also ensures a smooth communication flow within your team.

When this happens...
New ActionTriggers when an action happens inside an app which you choose.
TriggerInstant
automatically do this!
Create Document From Template & Send Role InviteCreates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
ActionWrite

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More things you can do with Podio and SignNow

Discover other triggers and actions you can use with Podio and SignNow

- Organization
  Required
- Workspace
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
New Organization
Triggers when you add a new organization.
Trigger
Polling
Try It
- Organization
- Workspace
- Application
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Polling
Try It

- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search
- Document Group Template
- Return PDF of Document Group
  Required
- Return Document Group History
  Required
- Return ZIP
  Required
Trigger
Instant
Try It
- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
Try It
- Document Group
  Required
- Cancellation Reason
- Notify Signers
Action
Write
- Template
  Required
- Document Name
  Required
- From
  Required
- To
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- Document Group
  Required
- Template Name
  Required
Action
Write
- Docgen_help
- Template (DOCX)
  Required
- Field Values
  Required
Action
Write
- Document
  Required
- From Email Address
  Required
- To Email Address
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- File
  Required
- Document Name
Action
Write
- Search by
  Required
- Search term
  Required
Action
Search

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
- Include Image Attachments
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
Try It
- Attach To
  Required
- File
  Required
- Silent
Action
Write
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write
- Template
- Return PDF of Document
  Required
- Return Document History
  Required
- Return ZIP
  Required
Trigger
Instant
Try It
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
Try It
- Document
  Required
- Action
  Required
Action
Write
- Template
  Required
- Document Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
Action
Write
- Signing Link ID
  Required
Action
Write
- Template Group
  Required
- Document Group Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- On Completion
- Line Wrapping
Action
Write
- File
  Required
- Document Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Learn moreLearn moreHelpHelp

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About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Learn moreLearn moreHelpHelp

Related categories

Signatures

Related Zap Templates

Upload and extract fields from new Podio actions to SignNow documents