Create and send SignNow documents from templates for new BookingKoala bookings
Streamline your booking process with this simple workflow that connects BookingKoala and SignNow. As soon as a new booking is made in BookingKoala, a document is created from a template and a role-based invite is sent through SignNow. This automation ensures all necessary documents are sent for signature quickly and efficiently, saving you time and ensuring a seamless experience for your clients.
Streamline your booking process with this simple workflow that connects BookingKoala and SignNow. As soon as a new booking is made in BookingKoala, a document is created from a template and a role-based invite is sent through SignNow. This automation ensures all necessary documents are sent for signature quickly and efficiently, saving you time and ensuring a seamless experience for your clients.
- When this happens...New Booking
Triggers when a booking 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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Booking Card Hold
Triggered when booking's card put on hold.
Try ItBooking Charge Declined
Triggered when booking charge is declined.
Try ItBooking Cancelled
Triggered when booking is cancelled.
Try ItCustomer Updated
Triggers when a customer is updated (does not trigger on Notes, Addresses, or Billing Info).
Try It