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Interact + SignRequest

Create SignRequests from new Interact leads and streamline your document signing process

Save time and streamline your document signing process with this automation between Interact and SignRequest. When a new lead is added in Interact, this workflow will instantly send a SignRequest to the designated recipient, ensuring a fast and efficient process for getting important documents signed. Stay organized and focused on nurturing your leads while this integration handles the paperwork for you.

Save time and streamline your document signing process with this automation between Interact and SignRequest. When a new lead is added in Interact, this workflow will instantly send a SignRequest to the designated recipient, ensuring a fast and efficient process for getting important documents signed. Stay organized and focused on nurturing your leads while this integration handles the paperwork for you.

  1. When this happens...
    InteractInteract
    New Lead

    Triggers when a new lead is collected from quiz.

    TriggerInstant
  2. automatically do this!
    SignRequestSignRequest
    Send SignRequest

    Creates and sends a new SignRequest.

    ActionWrite
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Supported triggers and actions

What does this mean?

    • QuizRequired

    Trigger
    Instant
    Try It

    • Team

    Trigger
    Instant
    Try It

    • Team

    • File

    • File From URL

    • Sender Email

    • Who Needs to Sign?

    • SignRequest Name

    • Custom SignRequest Email Subject

    • Custom Message

    • Send Automatic Reminders?

    • External ID

    • Signer EmailRequired

    • Signer First Name

    • Signer Last Name

    • Does This Signer Need to Sign?

    • Signer Needs to Approve Only?

    • Signing Order

    • Signer Language

    • Force Language

    • Mobile Phone Number to Verify

    • Advanced Signers Configuration

    • Advanced Tags Prefill

    Action
    Write

    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write

    • Team

    Trigger
    Instant
    Try It

    • Team

    Trigger
    Instant
    Try It

    • Team

    • TemplateRequired

    • Sender Email

    • Who Needs to Sign?

    • SignRequest Name

    • Custom SignRequest Email Subject

    • Custom Message

    • Send Automatic Reminders?

    • External ID

    • Signer EmailRequired

    • Signer First Name

    • Signer Last Name

    • Does This Signer Need to Sign?

    • Signer Needs to Approve Only?

    • Signing Order

    • Signer Language

    • Force Language

    • Mobile Phone Number to Verify

    • Advanced Signers Configuration

    • Advanced Tags Prefill

    Action
    Write
interact logo
interact logo

About Interact

Create quizzes to generate leads with Interact. Send those leads directly into your marketing automation or CRM platform.
Learn moreHelp

Related categories

  • Forms & Surveys

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Zapier Interfaces integrationsZapier Interfaces integrations

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
signrequest logo
signrequest logo

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.
Learn more

Related categories