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
- A new contact is added in Highrise
- 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
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Triggers when a new contact is added to Highrise.
Creates a new contact, or, if a contact exists, we will update it.
Triggered when a new deal is added
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.
Triggers when a new company is added to Highrise.
Creates a new company if it does not exist yet.
Triggered when a new task is added
Creates a new deal associated with a contact or person.
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Creates a new task associated with a contact or person.