Loading

Payfunnels + SignRequest

Send SignRequests from template in SignRequest when new successful payments occur in Payfunnels

This workflow activates when a transaction is successfully completed in Payfunnels, leading to the execution of the Send SignRequest From Template feature in the SignRequest app. It's a streamlined solution to ensure all your successful payments in Payfunnels are followed up with swift, preformatted SignRequests. Simplify your sales process, and save time on repetitive administrative tasks with this seamless automation.

This workflow activates when a transaction is successfully completed in Payfunnels, leading to the execution of the Send SignRequest From Template feature in the SignRequest app. It's a streamlined solution to ensure all your successful payments in Payfunnels are followed up with swift, preformatted SignRequests. Simplify your sales process, and save time on repetitive administrative tasks with this seamless automation.

  1. When this happens...
    PayfunnelsPayfunnels
    Payment Successful

    Triggers when a payment succeeded.

    TriggerInstant
  2. automatically do this!
    SignRequestSignRequest
    Send SignRequest From Template

    Creates and sends a new SignRequest from a SignRequest Template.

    ActionWrite
Start free with email
  • Free forever for core features
  • 14 day trial for premium features & apps

Supported triggers and actions

What does this mean?
  • Payfunnels triggers, actions, and search

    First Recurring Payment

    Triggers when the First payment of recurring subscription is successfully paid.

    Trigger
    Instant
    Try It
    • Team

    Trigger
    Instant
    Try It
    • Team

    Trigger
    Instant
    Try It
payfunnels logo
payfunnels logo

About Payfunnels

Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.
Learn more

Related categories

  • Payment Processing
signrequest logo
signrequest logo

About SignRequest

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

Related categories