Pipedrive + SignHero integrations
Create Pipedrive attachments with new SignHero status updates
Tired of handling all your signed documents by hand? This integration can help. With a new signing process status in SignHero, it will automatically upload a signed document as an attachment in your Pipedrive account.
- When this happens...New Signing ProcessTriggers when a new signing process with specified status appears.
- automatically do this!Attach FileUploads a file and attaches it to a deal, person, organization, activity, product or note.
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More things you can do with SignHero and Pipedrive
Discover other triggers and actions you can use with SignHero and Pipedrive
- Status
- Scope
Try ItTriggerPolling- Activity filterRequired
Try ItTriggerPolling- Copy
- FilterRequired
- Deal status
Try ItTriggerPolling- New Lead
Triggers when a lead is created.
Try ItTriggerPolling
- Signing process title
- Who will sign?Required
- What signature type?
- DocumentRequired
- Document NameRequired
ActionWrite- New Activity
Triggers when a new activity is created.
Try ItTriggerInstant - New Deal
Triggers when a new deal is created.
Try ItTriggerInstant - Note IDRequired
Try ItTriggerPolling
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