Booqable + Docusign
Finalize invoices in Booqable and send envelopes using templates in DocuSign
This workflow starts when an invoice is finalized in Booqable, ultimately causing DocuSign to send an envelope using a template. Replace manual tasks with this automation and get your invoicing and document sending streamlined effectively. Perfect for businesses aiming to save time and reduce errors, this workflow helps you promptly send out necessary documents whenever you wrap up invoicing.
This workflow starts when an invoice is finalized in Booqable, ultimately causing DocuSign to send an envelope using a template. Replace manual tasks with this automation and get your invoicing and document sending streamlined effectively. Perfect for businesses aiming to save time and reduce errors, this workflow helps you promptly send out necessary documents whenever you wrap up invoicing.
- When this happens...Finalize Invoice
Triggers when an invoice is finalized.
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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