Use Cases
- Automate notifications for legal teams upon receiving vendor applications
- Streamline the process of sending vendor applications to DocuSign
- Reduce manual errors in vendor application management
How It Works
Trigger workflow on new vendor application submission via webhook Fetch vendor application data from the specified endpoint Send the fetched data to DocuSign for electronic signature
Setup Steps
- 1Import the workflow template into n8n
- 2Configure the webhook URL to receive vendor application submissions
- 3Set up the HTTP request parameters for fetching vendor application data
- 4Adjust the DocuSign request settings as needed
- 5Test the workflow to ensure proper functionality
Apps Used
DocuSign
Categories
Target Roles
Industries
Tags
#document automation
#process automation
#workflow management