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Bigin by Zoho CRM + SignNow

Generate and send role-based SignNow invitations from templates each time deals get updated in Bigin by Zoho CRM

Discover simplified document handling with the effective integration of Bigin by Zoho CRM and SignNow. Each time there's a deal update in Bigin by Zoho CRM, it triggers a new document creation from a predefined SignNow template sending out a role-based invite swiftly. This automated workflow accelerates communication, saves time and pushes efficient movement along your deal lifecycle.

Discover simplified document handling with the effective integration of Bigin by Zoho CRM and SignNow. Each time there's a deal update in Bigin by Zoho CRM, it triggers a new document creation from a predefined SignNow template sending out a role-based invite swiftly. This automated workflow accelerates communication, saves time and pushes efficient movement along your deal lifecycle.

  1. When this happens...
    Bigin by Zoho CRMBigin by Zoho CRM
    Updated Pipeline Record

    Triggers when a pipeline record is updated.

    TriggerInstant
  2. automatically do this!
    SignNowSignNow
    Create Document From Template & Send Role-Based Invite

    Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
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    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
    • Organization

    Trigger
    Instant
    Try It
    • OrganizationRequired

    Trigger
    Instant
    Try It
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About Bigin by Zoho CRM

Bigin is a sales pipeline management software that lets you manage deals, track activities and keep all the interactions with your contacts at one place.
Learn moreHelp

Related categories

  • CRM (Customer Relationship Management)
  • Zoho

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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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.

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