Freshsales Suite + Signable

Freshsales Suite + Signable integrations

Update and send envelopes in Signable when deals are updated in Freshsales Suite

Keep your sales cycle moving smoothly with this streamlined process. When a deal change happens in your Freshsales Suite, it instantly prompts an envelope for signing in Signable. This swift response helps to close deals faster, save valuable time and increase your overall productivity. Stay ahead in your sales game by maintaining continuous momentum.

When this happens...
Deal UpdatedTriggers when a deal is updated and retrieves 1,000 records in a single polling.
TriggerPolling
automatically do this!
Send an Envelope Using a TemplateSends a new envelope using a template on your Signable account.
ActionWrite

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More things you can do with Freshsales Suite and Signable

Discover other triggers and actions you can use with Freshsales Suite and Signable

- Filter Name
  Required
Trigger
Polling
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- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Title
  Required
- Associated Module
  Required
- Attendees Email
  Required
- From Date
  Required
- To Date
  Required
- Targetable Id
  Required
- Location
- Description
- Time Zone
- Outcome
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Due Date
  Required
- Owner Id
  Required
- Outcome Id
  Required
- Description
- Task Type
- Collaborators
Action
Write
- Module Name
  Required
Action
Write

- Associated Module
  Required
- Targetable Id
  Required
- Title
  Required
- Owner Id
  Required
- Start Date
  Required
- End Date
  Required
- Sales Activity Type
  Required
- Outcome
- Location
- Collaborators
- Notes
Action
Write
- Unique Identifer Name
  Required
- Unique Identifier
  Required
- Event Name
  Required
- Additional Event Properties
Action
Write
- Update By
  Required
- Enter Account Name /Account ID
  Required
Action
Write
- Deal ID
  Required
Action
Write
- Search By
  Required
- Enter Account ID / Name
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
Action
Search
- Search By
  Required
- Enter Contact ID / Email / Phone No/External ID
  Required
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Search or write
Envelope Cancelled
Triggers when an envelope is cancelled.
Trigger
Instant
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Envelope Failed
Triggers when an envelope fails to send.
Trigger
Instant
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Envelope Rejected
Triggers when an envelope is rejected.
Trigger
Instant
Try It
Envelope Signed
Triggers when an envelope is signed.
Trigger
Instant
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User Created
Triggers when a new user is created.
Trigger
Instant
Try It
Widget Signer Verified
Triggers when a widget signer verifies their email address.
Trigger
Instant
Try It

- Filter Name
  Required
- Include Contact Details
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Filter Name
  Required
Trigger
Polling
Try It
- Select Module
  Required
- Unique Identifier
  Required
- File Name
  Required
- File Path
  Required
- Share with team
Action
Write
- Update By
  Required
- Enter Email / Contact ID
  Required
- Note
  Required
Action
Write
- Name
Action
Write
- First Name
- Last Name
- Work Number
- Mobile Number
- Emails
- Do You Want to Update Lifecycle Stage and Status
- Do You Want To Add Contact To List
- List Name
Action
Write
- Name
- Deal Value
Action
Write
- Associated module
  Required
- Enter Note
  Required
- Targetable Id
  Required
Action
Write
- Update By
  Required
- Enter Email / Contact ID / Mobile Number / External ID
  Required
- Do You Want to Update Lifecycle Stage and Status
- Choose one of the operation
- List Name
Action
Write
- Email ID of the User
  Required
Action
Search
- Find By
  Required
- Enter Name / Deal ID
  Required
Action
Search
- Search By
  Required
- Enter Account ID / Name
  Required
- Name
Action
Search or write
Envelope Bounced
Triggers when an envelope fails to deliver to a party email address.
Trigger
Instant
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Envelope Complete
Triggers when an envelope is completely signed.
Trigger
Instant
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Envelope Opened
Triggers when an envelope is opened by a party.
Trigger
Instant
Try It
Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
Try It
Template Created
Triggers when a new template is created.
Trigger
Instant
Try It
Widget Signed
Triggers when a widget is signed.
Trigger
Instant
Try It
- The title of the envelope
  Required
- The template you want to build the envelope from
  Required
- The user sending the envelope
- Do you want your envelope to automatically expire? If so in how many hours?
- Do you want to send out repeat, automatic reminders to parties? If so how many hours should left between reminders?
- Do you want to set passwords for the parties to enter before signing?
Action
Write

About Freshsales Suite

Freshsales Suite is an online, cloud-based CRM with integrated phone and email, user behavior tracking, lead scoring and more.

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CRM (Customer Relationship Management)

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About Signable

Signable is an electronic signature provider which lets you get your documents signed quickly, legally and securely using electronic signatures.

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Related categories

Signatures