Use Cases
- Automate the storage of procurement documents in DocuSign.
- Streamline the approval process for procurement requests.
- Reduce manual data entry and errors in document handling.
How It Works
Trigger the workflow upon receiving a procurement request. Fetch the relevant data from the procurement request. Send the fetched data as a document to DocuSign for electronic signing.
Setup Steps
- 1Import the workflow template into your n8n instance.
- 2Configure the webhook URL to receive procurement requests.
- 3Set up the HTTP request node to fetch procurement data from the specified URL.
- 4Adjust the DocuSign integration settings as needed.
Apps Used
DocuSign
Slack
Categories
Target Roles
Industries
Tags
#document automation
#approval workflows
#process automation