AgencyZoom + SignNow
Update leads in AgencyZoom when documents are completed in SignNow
Stay on top of your sales process with this workflow that activates when a document is finalised in SignNow. It instantly updates the lead status in AgencyZoom, ensuring your pipeline reflects the most recent interactions. You no longer need to manually switch between platforms or worry about outdated information; this automation handles the seamless update, so you can focus on turning those leads into customers.
Stay on top of your sales process with this workflow that activates when a document is finalised in SignNow. It instantly updates the lead status in AgencyZoom, ensuring your pipeline reflects the most recent interactions. You no longer need to manually switch between platforms or worry about outdated information; this automation handles the seamless update, so you can focus on turning those leads into customers.
- When this happens...Document Completed
Triggers when all signers have filled in and signed the document.
- automatically do this!Update Lead
Update a lead in Agencyzoom.
- Free forever for core features
- 14 day trial for premium features & apps
Template
Return PDF of DocumentRequired
Return Document HistoryRequired
Return ZIPRequired
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItDocumentRequired
ActionRequired
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
Document Deleted
Triggers when a document has been deleted.
Try ItReturn PDF of DocumentRequired
Return Document HistoryRequired
Try ItTemplateRequired
Document NameRequired
FromRequired
ToRequired
Subject
Message
Redirect After Signing
Template GroupRequired
Document Group NameRequired
FromRequired
CC
Subject
Message
Redirect After Signing
On Completion
Line Wrapping
