Create and send documents from templates in SignNow for new actions in Podio
Keep your document management process seamless and efficient with this workflow. Upon occurrence of a new activity in the Podio app, this process immediately prepares a corresponding document using a template in the SignNow app and promptly sends out an invite based on the recipient’s role. This workflow not only relieves you from manual tasks, but it also ensures a smooth communication flow within your team.
Keep your document management process seamless and efficient with this workflow. Upon occurrence of a new activity in the Podio app, this process immediately prepares a corresponding document using a template in the SignNow app and promptly sends out an invite based on the recipient’s role. This workflow not only relieves you from manual tasks, but it also ensures a smooth communication flow within your team.
- When this happens...New Action
Triggers instantly when an action happens inside an app which you choose.
- 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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