Create documents from templates and send role-based invites in SignNow for new entries in Wufoo
Streamline your document creation process with this workflow. When a new entry occurs in Wufoo, it prompts the creation of a document from a template in SignNow, and initiates a role-based invite. This automation not only saves time but also ensures a consistent and professional document handling process.
Streamline your document creation process with this workflow. When a new entry occurs in Wufoo, it prompts the creation of a document from a template in SignNow, and initiates a role-based invite. This automation not only saves time but also ensures a consistent and professional document handling process.
- When this happens...New Entry
Triggers when someone fills out your form instantly using webhooks (but you will need to create the webhooks manually).
- 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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