Send questionnaire for registration, and update tracking sheet status with Xodo Sign and Google Sheets
Send questionnaire for registration, and update tracking sheet status with Xodo Sign and Google Sheets
Send a registration questionnaire to new entries in Google Sheets and update the sheet with the document status in Xodo Sign. This ensures faster onboarding and keeps your records up-to-date.
Workflow preview:
Zap details:
Overview
Send a registration questionnaire to new entries in Google Sheets and update the sheet with the document status in Xodo Sign. This ensures faster onboarding and keeps your records up-to-date.