Highrise
When this happens...
HighriseNew Contact (Legacy)
Then do this...
SignNowCreate Document From Template & Send Role-Based Invite

When gaining new clients, it's optimal to get all of the documentation done in the beginning. With this automation, each time a new contact is added in Highrise, Zapier will create a new signature request document and send it to your client to sign. It's easy, fast, automated, and on-the-go.

How It Works

  1. A new contact is added in Highrise
  2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

What You Need

  • Highrise account
  • SignNow account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,500+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

It's easy to connect Highrise + SignNow and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Contact

Triggers when a new contact is added to Highrise.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

New Deal

Triggered when a new deal is added

Create Note for Contact

If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.

New Company

Triggers when a new company is added to Highrise.

Create a Company

Creates a new company if it does not exist yet.

New Task

Triggered when a new task is added

Create Deal for Contact

Creates a new deal associated with a contact or person.

Changed Deal Status

Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

Create Task for Contact

Creates a new task associated with a contact or person.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,500+ others.

Become a Zapier Integration Partner

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

See SignNow Integrations