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Request signatures in SignNow with new Pipedrive deals

  1. When this happensStep 1: New Deal

  2. Then do thisStep 2: Create Document From Template

Need a binding signature when you start a new deal? This Pipedrive to SignNow automation is perfect fit for you. Upon set up, each time a new deal is created in Pipedrive, Zapier will create a new signature request document and send an invite for your client. Start new deals off on the right, and have all of your documentation in order.

How It Works

  1. A new deal is created in Pipedrive
  2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

What You Need

  • Pipedrive account
  • SignNow account
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Connect Pipedrive + SignNow in Minutes

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

All Triggers & Actions

New Activity

Triggers when a new activity is created.

New Deal

Triggers when a new deal is created.

New Note

Triggers when a new note is created.

Organization Matching Filter

Triggers when an organization matches a Pipedrive filter.

Person Matching Filter

Triggers when a person matches a Pipedrive filter.

Activity Matching Filter

Triggers when an activity matches a Pipedrive filter.

Deal Matching Filter

Triggers when a deal matches a Pipedrive filter.

New Organization

Triggers when a new organization is created.

New Person

Triggers when a new person is created.

Updated Deal Stage

Triggers when a deal's stage is updated.

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