Send contracts for e-signature from n8n, with TurboDocx, Slack approval and SharePoint filing
Send contracts for e-signature from n8n, with TurboDocx, Slack approval and SharePoint filing
This guest post by TurboDocx CEO Nicolas Fry walks through an n8n workflow that reads contracts marked "Ready to send" from an Excel table, generates the agreement from a Word template via the TurboDocx node, and routes it to Slack for Approve & send / Reject approval. Approved contracts are sent for e-signature with signature and date fields placed at template anchors, and a TurboDocx Trigger then downloads the executed PDF, uploads it to SharePoint, marks the row Signed and posts to Slack. The post covers setup, template preparation, end-to-end testing, troubleshooting and possible swaps such as CRM triggers or Teams approvals.
Source: n8n Blog · blog.n8n.io