W-9
This process can be downloaded and imported into your Workflow Automation instance. The downloadable JSON file is at the bottom of this page. For information on importing processes, refer to this guide.
Ready to revolutionize your W-9 and I-9 processes? Look no further! This W-9 process allows users to fill out an Integrify form with required W-9 fields and generates them into a government W-9 PDF. This can stand alone or be incorporated into an already created process in your instance.
In this comprehensive walkthrough video, we guide you through the seamless integration of Integrify Process App—a powerful tool designed to automate and simplify your W-9 and I-9 workflows. Watch this walkthrough, and transform how you handle W-9 and I-9 documentation today!
Check out this quick video for tips on implementing this process!
W-9 Integrify Form:
Government W-9:
Click here to download the government W-9 PDF template to map in the process.