Close + eSignatures

Create eSignatures.io contracts for new or updated Close custom activities

Effortlessly streamline your contract creation process with this handy workflow. When a new or updated custom activity occurs in Close, a contract is instantly created in eSignatures.io. Save time and improve efficiency by automating this crucial aspect of your business operations.

Effortlessly streamline your contract creation process with this handy workflow. When a new or updated custom activity occurs in Close, a contract is instantly created in eSignatures.io. Save time and improve efficiency by automating this crucial aspect of your business operations.

  1. When this happens...
    CloseClose
    Published Custom Activity

    Triggers when a Custom Activity is published (saved).

    TriggerInstant
  2. automatically do this!
    eSignatureseSignatures
    Create Contract

    Creates a new contract.

    ActionWrite
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Supported triggers and actions

    • Field(s) Required to Trigger

    Trigger
    Instant
    Try It
    • Contact Smart View IDRequired

    Trigger
    Polling
    Try It
    • Custom Activity V 2 Instructions

    • Custom Activity TypeRequired

    • Filled-in fields

    Trigger
    Instant
    Try It
    • Direction

    • Template ID

    • User ID

    Trigger
    Instant
    Try It
close logo
close logo

About Close

Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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esignatures logo
esignatures logo

About eSignatures

ESignatures.io is a tool used for signing mobile friendly contracts over the web.
Learn more

Related categories

  • Signatures