Create and send SignNow documents when new or updated Airtable records are detected
Effortlessly streamline your document management process with this workflow that instantly creates a SignNow document from an Airtable template and sends a role-based invite. Whenever a new or updated record appears in Airtable, the automation will generate a document in SignNow, making it easy for your team to collaborate and sign documents faster, without any manual intervention.
Effortlessly streamline your document management process with this workflow that instantly creates a SignNow document from an Airtable template and sends a role-based invite. Whenever a new or updated record appears in Airtable, the automation will generate a document in SignNow, making it easy for your team to collaborate and sign documents faster, without any manual intervention.
- When this happens...New or Updated Record
Triggers when a record is created or 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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Include file contents?
Try ItBaseRequired
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RecordRequired
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Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItCache Copy
BaseRequired
TableRequired
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RecordRequired
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