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Frequently Asked Questions about Foxit eSign + HubSpot integrations
New to automation with Zapier? You're not alone. Here are some answers to common questions about how Zapier works with Foxit eSign and HubSpot
How can I integrate Foxit eSign with HubSpot?
To integrate Foxit eSign with HubSpot, you need to use an automation platform such as Zapier. This allows you to connect the two applications and automate workflows, like sending eSign templates based on HubSpot triggers or creating new contacts in HubSpot when a document is signed.
What triggers can I use from HubSpot to initiate actions in Foxit eSign?
You can use several triggers from HubSpot, such as 'New Contact Created,' 'Deal Stage Changed,' or 'Form Submission Completed.' These triggers can start actions in Foxit eSign, like sending an eSigning request.
What type of actions can Foxit eSign perform when triggered by HubSpot?
Foxit eSign can perform a variety of actions when triggered by HubSpot events, including sending documents for signature, updating document status within HubSpot records, and notifying team members about document viewing.
Can I automatically update a contact's deal stage in HubSpot when a document is signed through Foxit eSign?
Yes, by setting up the appropriate automated workflow, you can automatically update the deal stage in a contact’s profile in HubSpot once a document has been signed via Foxit eSign.
Do I need any special permissions or accounts to integrate Foxit eSign with HubSpot?
You will need active accounts for both Foxit eSign and HubSpot as well as access to an integration tool like Zapier. Depending on your role, you might need administrative permissions to set up integration workflows.
How do we handle errors during automation between Foxit eSign and HubSpot?
Integration tools typically offer error logs where you can track any issues that arise during automation. We recommend setting notifications for errors so that they are addressed promptly by your team.
Can I customize the email template sent from Foxit eSign triggered by a change in HubSpot CRM data?
Yes, within the integration setup, you usually have the option to customize email templates sent from Foxit eSign based on specific triggers from changes in your HubSpot CRM data.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Try It - Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Try It - Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Try It - TemplateRequired
- Folder Name
- First NameRequired
- Last NameRequired
- EmailRequired
- PermissionRequired
- SequenceRequired
- In Person Administrator Email
- Allow Signer to Correct Name
- Sender Email
- Enable Signing Sequence
- Send Now
- Enable In Person Signing
- Static Recipients
- Static Documents
- Send Success URL
- Send Error URL
- Sign Success URL
- Sign Decline URL
- Sign Later URL
- Sign Error URL