Kustomer + SignNow Integrations
How to connect Kustomer + SignNow
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Conversation CreatedTriggers when a new conversation is created.Trigger- Conversation UpdatedTriggers when a conversation is updated.Trigger
- Customer CreatedTriggers when a new customer is created.Trigger
- Customer UpdatedTriggers when a customer is updated.Trigger
- Message CreatedTriggers when a new message is created.Trigger
- Message UpdatedTriggers when a message is updated.Trigger
- Create ConversationCreates a ConversationAction
- Create CustomerCreate a new customer in KustomerAction
- Kustomer
Creates a Note
Scheduled
Action
- Kustomer
Creates a User
Scheduled
Action
- Kustomer
Update a Conversation
Scheduled
Action
- Kustomer
Update an existing customer in Kustomer
Scheduled
Action
- Kustomer
Finds a Conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
- Kustomer
Finds a conversation
Scheduled
Action
- Kustomer
Finds a Customer
Scheduled
Action
- Kustomer
Finds a User
Scheduled
Action
- SignNow
Triggers when all signers have filled in and signed the document.
Instant
Trigger
- SignNow
Triggers when a document has been deleted.
Instant
Trigger
- SignNow
Triggers when a document has been updated.
Instant
Trigger
- SignNow
Triggers when a document has been uploaded to SignNow.
Instant
Trigger
- SignNow
Revokes an invite to sign. Optionally can delete a document.
Scheduled
Action
- SignNow
Creates a new document without fillable fields from a selected template and sends an invite to a signer.
Scheduled
Action
- SignNow
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
Scheduled
Action
- SignNow
Sends an email with the invite to sign a document.
Scheduled
Action
- SignNow
Uploads a new document.
Scheduled
Action
- SignNow
Creates a new document and converts field tags to SignNow fillable fields.
Scheduled
Action
How Kustomer + SignNow Integrations Work
- Step 1: Authenticate Kustomer and SignNow.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Kustomer
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