SignNow + Vtiger CRM

Add SignNow signed documents to Vtiger CRM as opportunities

Turn your signed documents from SignNow into opportunities in Vtiger automatically by using Zapier to connect your accounts.

When this happens...
Document Updated
Triggers when a document has been updated.
TriggerInstant
automatically do this!
Create or Update Opportunity
Creates or updates opportunity.
ActionWrite

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Supported triggers and actions

- Template
- Return PDF of DocumentRequired
- Return Document HistoryRequired
- Return ZIPRequired
Trigger
Instant
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- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
Action
Write
- TemplateRequired
- Document NameRequired
- FromRequired
- CC
- Subject
- Message
- Redirect After Signing
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- FileRequired
- Document Name
Action
Write
Contact Created or Updated
Triggers when a new contact is created or existing lead is updated.
Trigger
Polling
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New Case
Triggers when a new Case is created.
Trigger
Polling
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New Event
Triggers when a new event is created.
Trigger
Polling
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New Lead
Triggers when a new Lead is created.
Trigger
Polling
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New Organization
Triggers when a new Organization is created.
Trigger
Polling
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New Service
Triggers when a new Service is created.
Trigger
Polling
Try It
New Todo
Triggers when a new todo is created.
Trigger
Polling
Try It
Create Case
Creates a new Case.
Action
Write
Create Event
Create a new Event in Vtiger.
Action
Write
Create or Update Opportunity
Creates or updates opportunity.
Action
Write
Create Product
Creates a new Product in Vtiger.
Action
Write
Create Ticket
Creates a new Ticket.
Action
Write

Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- TemplateRequired
- Document NameRequired
- FromRequired
- ToRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- Template GroupRequired
- Document Group NameRequired
- FromRequired
- CC
- Subject
- Message
- Redirect After Signing
- On Completion
- Line Wrapping
Action
Write
- FileRequired
- Document Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
Lead Created or Updated
Triggers when a new lead is created or existing lead is updated.
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
Try It
New Invoice
Triggers when a new Invoice is created.
Trigger
Polling
Try It
New Opportunity
Triggers when a new Opportunity is created.
Trigger
Polling
Try It
New Product
Triggers when a new Product is created.
Trigger
Polling
Try It
New Ticket
Triggers when a new Ticket is created.
Trigger
Polling
Try It
Opportunity Created or Updated
Triggers when a new opportunity is created or existing opportunity is updated.
Trigger
Polling
Try It
Create or Update Contact
Creates or updates contact.
Action
Write
Create or Update Lead
Creates or updates lead.
Action
Write
Create Organization
Creates a new Organization/Account/Company.
Action
Write
Create Service
Creates a new Service item in Vtiger.
Action
Write
Create Todo
Create a new To do in Vtiger.
Action
Write

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Related categories

Signatures

About Vtiger CRM

Vtiger CRM is more than just a CRM. At its heart, Vtiger CRM enables salespersons and support staff do more through an easy but powerful interface. With built-in solutions that range from email marketing to activity and project management and beyond, Vtiger CRM provides an integrated solution to drive business growth.

Related categories

CRM (Customer Relationship Management)

SignNow + Vtiger CRM

Add SignNow signed documents to Vtiger CRM as opportunities

Supported triggers and actions

Document Completed

Document Updated

Cancel Invite to Sign and Delete Document

Create Document From Template & Send Role-Based Invite

Invite to Sign

Upload Document & Extract Fields

Contact Created or Updated

New Case

New Event

New Lead

New Organization

New Service

New Todo

Create Case

Create Event

Create or Update Opportunity

Create Product

Create Ticket

Document Deleted

New Document

Create Document From Template & Send Free Form Invite

Create Document Group From Template Group & Send Invite

Upload Document

API Request (Beta)

Lead Created or Updated

New Contact

New Invoice

New Opportunity

New Product

New Ticket

Opportunity Created or Updated

Create or Update Contact

Create or Update Lead

Create Organization

Create Service

Create Todo

About SignNow

Related categories

About Vtiger CRM

Related categories

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