Tadabase + Zoho Sign
Send templates for testing in Zoho Sign when new records are created in Tadabase
This workflow helps you manage your documents efficiently. Whenever a new record is added in Tadabase, it initiates a send template process in Zoho Sign for testing purposes. This is a time-saving process, eliminating the need for manual initiation. A perfect solution for those looking to streamline their document handling processes.
This workflow helps you manage your documents efficiently. Whenever a new record is added in Tadabase, it initiates a send template process in Zoho Sign for testing purposes. This is a time-saving process, eliminating the need for manual initiation. A perfect solution for those looking to streamline their document handling processes.
- When this happens...New Record
Triggers when a new record is added in your app.
- automatically do this!Send Template (For Testing Purpose)
Send a template for signing(for testing purposes), with testing credits. The documents sent using this action will not consume any additional Zoho Sign credits and the document will be watermarked as 'For testing purpose only'.
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