Podio + RightSignature
Create Podio items for newly completed RightSignature documents
Effortlessly manage your signed documents and keep your projects organized with this workflow. When a new document is completed in RightSignature, a new item will be created in Podio, making it easy for your team to stay up-to-date on project progress. Improve your document management process with this seamless automation.
Effortlessly manage your signed documents and keep your projects organized with this workflow. When a new document is completed in RightSignature, a new item will be created in Podio, making it easy for your team to stay up-to-date on project progress. Improve your document management process with this seamless automation.
- When this happens...New Document Completed
Triggers when a document is completed, typically when all parties have signed.
- automatically do this!Create Item
Triggers when you add a new item, record or entry to an app (standard or custom).
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New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItNew Document Sent
Triggers when a document is sent.
Try ItOrganizationRequired
WorkspaceRequired
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
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New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTemplateRequired
Document NameRequired
Email Recipients
Sign Document in Person
OrganizationRequired
WorkspaceRequired
ApplicationRequired
Field
Action TypeRequired
Include Image Attachments
Try ItOrganizationRequired
WorkspaceRequired
ApplicationRequired
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