Clientify + Signaturit

Clientify + Signaturit integrations

Create new Clientify deals when new documents are signed in Signaturit

When new documents are signed in Signaturit, it can be crucial to update your deals in Clientify immediately. Enable this workflow and every signed document in Signaturit will generate a new deal in Clientify swiftly and efficiently, saving your team valuable time on data entry. Your sales process will be more streamlined, ensuring signed documents instantly impact your deals tracking.

When this happens...
New Signed DocumentTriggers when a document has been signed.
TriggerInstant
automatically do this!
Create DealCreates a Deal in Clientify
ActionWrite

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More things you can do with Signaturit and Clientify

Discover other triggers and actions you can use with Signaturit and Clientify

New Signed Document
Triggers when a document has been signed.
Trigger
Instant
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- Events URL
- Emails
  Required
- Subject
  Required
- Body
  Required
- Data
Action
Write
- Templates
  Required
- Delivery Type
  Required
- Number of signer
  Required
- Cc
- Subject
- Body
- Data
Action
Write
- Tag
  Required
Trigger
Polling
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New Contact
Triggers when a new contact is created.
Trigger
Polling
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New Task
Triggers when a new task is created in clientify.
Trigger
Polling
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- First Name
- Last Name
- Full Name
- Title
- Company name
- Contact Type
- Contact Source
- Street
- City
- State
- Country
- Postal Code
- email
- Phone number
- Tags
- Custom Fields
- Picture URL
- Taxpayer Identification Number
- Contact status
- website
- LinkedIn Url
- Contact owner
- Autoassignment owner
- GDPR Acceptance Date
- Visitor Key
- Description
Action
Write

- Contact
  Required
- Order Date
- Order Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write

- Signature
  Required
Action
Write
- Files
  Required
- Delivery Type
  Required
- Number of signer
  Required
- Cc
- Subject
- Events URL
- Data
Action
Write
- Signature
  Required
Action
Write
New Company
Triggers when a new company is created in clientify.
Trigger
Polling
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New Deal
Triggers when a new deal is created in Clientify.
Trigger
Polling
Try It
- Contact
  Required
- Abandoned Date
- Cart Id
  Required
- E-commerce
- Shop Name
- Order Url
  Required
- Currency
  Required
- Name
- Description
- Category
- SKU
- Image Url
- Item Url
- Price
  Required
- Quantity
  Required
- Discount
  Required
Action
Write
- Deal name
  Required
- Deal amount
  Required
- Pipeline Stage
- Expected Close Date
- Deal Custom Fields
- Contact API URL
- Deal Owner
Action
Write
- Email
- Phone
- Full Name
- VAT Number
Action
Search

About Clientify

Clientify is an all-in-one platform with AI to find, connect, and win more clients through communication, sales, and marketing tools.

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Related categories

CRM (Customer Relationship Management)

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Zapier Forms

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

About Signaturit

Signaturit allows to send and sign documents online with legally binding electronic signatures.

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Related categories

Signatures