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Request signatures in SignNow from new Highrise contacts

  1. When this happensStep 1: New Contact

  2. Then do thisStep 2: Create Document From Template

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
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Connect Highrise + SignNow in Minutes

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

All Triggers & Actions

New Task Category

Triggered when a new task category is added

New Contact

Triggers when a new contact is added to Highrise.

New Deal

Triggered when a new deal is added

Changed Deal Status

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

New Case

Triggered when a new case is added

New Company

Triggers when a new company is added to Highrise.

New Custom Fields

Triggers when a new custom field is created in Highrise.

New Deal Category

Triggered when a new deal category is added

New Group

Triggered when a new group is added

New Tag

Triggers when a new tag is added to Highrise.

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