ActiveCampaign + SignNow
Create SignNow documents and send role-based invites from updated ActiveCampaign deals
Streamline your deal management process by automating document creation and sending invites for signatures when a new deal is added or updated in ActiveCampaign. This workflow instantly generates a document from a template in SignNow and sends a role-based invite, ensuring a smooth and efficient signing process for all parties involved in the deal. Simplify your deal handling and minimize manual work with this seamless integration.
Streamline your deal management process by automating document creation and sending invites for signatures when a new deal is added or updated in ActiveCampaign. This workflow instantly generates a document from a template in SignNow and sends a role-based invite, ensuring a smooth and efficient signing process for all parties involved in the deal. Simplify your deal handling and minimize manual work with this seamless integration.
- When this happens...New Deal Added or Updated
Triggers when a new deal is created or existing deal is updated.
- 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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Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It
