Send envelopes using template in Docusign for new items in Podio
When a new item is added to your Podio tool, this workflow instantaneously triggers the Docusign app to send an envelope using a specific template. This efficient process ensures that all essential documents are distributed in a timely manner, reducing the waiting period and increasing overall productivity. Ideal for professionals who deal with a high volume of documentation on a regular basis.
When a new item is added to your Podio tool, this workflow instantaneously triggers the Docusign app to send an envelope using a specific template. This efficient process ensures that all essential documents are distributed in a timely manner, reducing the waiting period and increasing overall productivity. Ideal for professionals who deal with a high volume of documentation on a regular basis.
- When this happens...New Item
Triggers when you add a new item, record or entry to an app (standard or custom).
- automatically do this!Send Envelope Using Template
Sends a envelope signature request using a template.
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