Bitrix24 CRM + SignNow

Create and send SignNow documents from templates when new deals trigger in Bitrix24 CRM

Simplify your document process with this user-friendly workflow. When a deal occurs in Bitrix24 CRM, it instantly prompts SignNow to create a document from a template and send a role-based invite. This streamlines your tasks, ensuring that your documents are prepared and sent swiftly, saving you precious time and maintaining a high degree of efficiency in your business operations.

When this happens...
Deal TriggerFires when a deal trigger is triggered.
TriggerInstant
automatically do this!
Create Document From Template & Send Role-Based InviteCreates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
ActionWrite

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Bitrix24 CRM and SignNow

Discover other triggers and actions you can use with Bitrix24 CRM and SignNow

- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
Task Trigger (Add)
Fires when a new task is added.
Trigger
Instant
Try It
Task Trigger (Update)
Fires when a task is updated.
Trigger
Instant
Try It

- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write

- User ID
  Required
- Message
  Required
- Type
  Required
Action
Write
- Autoload fields
- Action
  Required
- Entity Type Id
  Required
Action
Write
- Task ID
  Required
- Task Title
- Responsible User ID
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Entity Type Id
  Required
- Select field names to filter
  Required
Action
Search
- Document Group Template
- Return PDF of Document Group
  Required
- Return Document Group History
  Required
- Return ZIP
  Required
Trigger
Instant
Try It
- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
Try It
- Document Group
  Required
- Cancellation Reason
- Notify Signers
Action
Write
- Template
  Required
- Document Name
  Required
- From
  Required
- To
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- Document Group
  Required
- Template Name
  Required
Action
Write
- Docgen_help
- Template (DOCX)
  Required
- Field Values
  Required
Action
Write
- Document
  Required
- From Email Address
  Required
- To Email Address
  Required
- Subject
- Message
- Redirect After Signing
Action
Write
- File
  Required
- Document Name
Action
Write
- Search by
  Required
- Search term
  Required
Action
Search

- Event
  Required
Trigger
Instant
Try It
- Event
  Required
Trigger
Instant
Try It
- Event
  Required
- Entity Type Id
  Required
Trigger
Instant
Try It
Task Trigger (Delete)
Fires when a task is deleted.
Trigger
Instant
Try It
- Author ID
  Required
- Blogpost Title
  Required
- Message
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Autoload fields
- Action
  Required
Action
Write
- Task Title
  Required
- Responsible User ID
  Required
- Created By
- Task Deadline
- Task Description
- Start Date Plan
- End Date Plan
- Priority
- Accomplices
- Auditors
- Tags
- Allow change deadline
- Task Control
- Parent ID
- Depends On
- Group ID
- Time estimate
- Decline reason
- Status
- Duration Plan
- Duration Type
- Mark
- Allow time tracking
- Add in Report
- Site ID
- Match Work Time
- Associated company
- Associated contact
Action
Write
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Select field names to filter
  Required
Action
Search
- Template
- Return PDF of Document
  Required
- Return Document History
  Required
- Return ZIP
  Required
Trigger
Instant
Try It
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
Try It
- Return PDF of Document
  Required
- Return Document History
  Required
Trigger
Instant
Try It
- Document
  Required
- Action
  Required
Action
Write
- Template
  Required
- Document Name
  Required
- From
  Required
- 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
- Signing Link ID
  Required
Action
Write
- Template Group
  Required
- Document Group Name
  Required
- From
  Required
- CC
- Subject
- Message
- Redirect After Signing
- On Completion
- Line Wrapping
Action
Write
- File
  Required
- Document Name
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About Bitrix24 CRM

Bitrix24 is a free CRM, project management and collaboration platform used by 10 million teams and available in 18 different languages.

Learn moreLearn moreHelpHelp

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Forms

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

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.

HelpHelp

Related categories

Signatures