Highrise + SignNow

Request signatures in SignNow from new Highrise contacts

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.

When this happens...
New Contact
Triggers when a new contact is added to Highrise.
TriggerScheduled
automatically do this!
Invite to Sign
Sends an email with the invite to sign a document. NOTE: Use this action only for signing simple documents without fields and roles.
ActionWrite

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Supported triggers and actions

What does this mean?

New Task Category
Triggered when a new task category is added
Trigger
Scheduled
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- Tag
  Optionally, only trigger when a new contact is tagged.
Trigger
Scheduled
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- Status
Trigger
Scheduled
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Changed Deal Status
Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.
Trigger
Scheduled
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- Status
Trigger
Scheduled
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New Task
Triggered when a new task is added
Trigger
Scheduled
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- Full NameRequired
- TextRequired
- Created At
  Will attempt to explicitly set a specific date/time when adding the note to highrise.
Action
Write

- Full NameRequired
  We will search for and update, or add this name as a contact.
- Email
- Company Name
- Title
- Group
- Tags
  Comma separated list of tags to add to the contact.
- Phone Number
  The primary phone field.
- Phone Location
- Address Street
  The primary address field. Note that duplicate addresses will not be added to the same contact.
- Address City
- Address State
- Address Zip
- Address Country
- Address Location
- Website Url
- Website Url Location
Action
Write
- Contact NameRequired
  If missing, we will create this contact.
- Deal NameRequired
- Background
- Price
  A number in USD, do not include the $ or decimal cents.
- Price Type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- Body or DescriptionRequired
  Give a body or description to the task.
- Time Frame
  Set a timeframe for this task (default today).
- Due At
- Assign To
- Category
- Public
Action
Write
- Case NameRequired
  Name of the case. We will only match on open cases.
- Body or DescriptionRequired
  Give a body or description to the task.
- Time Frame
  Set a timeframe for this task (default today).
- Due At
- Assign To
- Category
- Public
Action
Write
- EmailRequired
Action
Search
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
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- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
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- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- ToRequired
  Type in the signer’s email address.
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
Action
Write
- FileRequired
  Provide a document containing field tags. Learn more about SignNow field tags.
- Document Name
  Name for your document.
Action
Write

New Company
Triggers when a new company is added to Highrise.
Trigger
Scheduled
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New Custom Fields
Triggers when a new custom field is created in Highrise.
Trigger
Scheduled
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New Deal Category
Triggered when a new deal category is added
Trigger
Scheduled
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New Group
Triggered when a new group is added
Trigger
Scheduled
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New Tag
Triggers when a new tag is added to Highrise.
Trigger
Scheduled
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New User
Triggered when a new user is added.
Trigger
Scheduled
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- Full NameRequired
  We will search for and create this company if missing.
- Background
- Email
- Email Location
- Phone Number
  The primary phone field.
- Phone Location
- Address Street
  The primary address field.
- Address City
- Address State
- Address Zip
- Address Country
- Address Location
Action
Write
- Deal NameRequired
- Background
- Price
  A number in USD, do not include the $ or decimal cents.
- Price Type
- Group
- Category
- Owner
- Responsible Party
Action
Write
- NameRequired
  Name this case.
Action
Write
- Contact NameRequired
  If missing, we will create this contact.
- Body or DescriptionRequired
  Give a body or description to the task.
- Time Frame
  Set a timeframe for this task (default today).
- Due At
- Assign To
- Category
- Public
Action
Write
- NameRequired
Action
Search
- Template
  Select a template for the trigger to fire on. If none selected, trigger will fire on all completed documents.
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail.
- Return ZIPRequired
  Returns a link to ZIP archive that contains PDF of a document and document's attached files. If you select YES to all the fields, three different links will be returned.
Trigger
Instant
Try It
- Return PDF of DocumentRequired
  Returns a link to the PDF download of the document if selected YES.
- Return Document HistoryRequired
  Returns a link to the PDF download of the document with an attachment of the full audit trail. If you select YES to both fields, two different links will be returned.
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
  Select an action on a document.
Action
Write
- TemplateRequired
  Select the Template to create a document from.
- Document NameRequired
  The name of the new document that will be generated from a template.
- FromRequired
  NOTE: Please, provide the email address you use to log in to SignNow.
- CC
  Separate the email addresses of CC recipients with a comma. I.e.: marketing@acer.inc, sales@acer.inc
- Subject
- Message
- Redirect After Signing
  Automatically redirect to this site after the document has been completed.
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
  Select a way for line wrapping in locked custom fields.
Action
Write
- FileRequired
  Select the file icon by the field label to find more information about expected values for this field.
- Document Name
  Name for your document.
Action
Write
- Api Docs Info
  API docs for SignNow are located here https://campus.barracuda.com/product/signnow/doc/41113461/rest-endpoints-api/
- HTTP MethodRequired
- URLRequired
  Requests can only be made to domains associated by this application.
- Query String Parameters
  These params will be URL-encoded and appended to the URL when making the request.
- Headers
  Authentication headers are included automatically
- Additional Request Headers
  Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.
- Body
  Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.
Action
Write

About Highrise

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.

Learn more

Related categories

CRM (Customer Relationship Management)

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About SignNow

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

Learn more

Related categories

Signatures

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Highrise + SignNow

Request signatures in SignNow from new Highrise contacts

New Task Category

New Contact

Tag

New Deal

Status

Changed Deal Status

New Case

Status

New Task

Create Note for Contact

Full NameRequired

TextRequired

Created At

Create/Update a Contact

Full NameRequired

Email

Company Name

Title

Group

Tags

Phone Number

Phone Location

Address Street

Address City

Address State

Address Zip

Address Country

Address Location

Website Url

Website Url Location

Create Deal for Contact

Contact NameRequired

Deal NameRequired

Background

Price

Price Type

Group

Category

Owner

Responsible Party

Create Task

Body or DescriptionRequired

Time Frame

Due At

Assign To

Category

Public

Create Task for Case

Case NameRequired

Body or DescriptionRequired

Time Frame

Due At

Assign To

Category

Public

Find a Contact

EmailRequired

Document Deleted

New Document

Return PDF of DocumentRequired

Return Document HistoryRequired

Create Document From Template & Send Free Form Invite

TemplateRequired

Document NameRequired

FromRequired

ToRequired

Subject

Message

Redirect After Signing

Invite to Sign

DocumentRequired

From Email AddressRequired

To Email AddressRequired

Subject

Message

Redirect After Signing

Upload Document & Extract Fields

FileRequired