HappyForms + SignNow
Create documents in SignNow and send role-based invites from new activities in HappyForms
Boost your efficiency by integrating HappyForms with SignNow with this streamlined workflow. When a new activity takes place in HappyForms, a document is instantly created from a set template in SignNow, paired with a role-based invitation. This not only saves time but ensures your team receives important documents promptly, while making document management a breeze.
Boost your efficiency by integrating HappyForms with SignNow with this streamlined workflow. When a new activity takes place in HappyForms, a document is instantly created from a set template in SignNow, paired with a role-based invitation. This not only saves time but ensures your team receives important documents promptly, while making document management a breeze.
- When this happens...New Activity
Triggers when a new activity is created.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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New Activity
Triggers when a new activity is created.
Try ItDocument 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
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
