Skip to content

Podio + RightSignature

Podio + RightSignature

Podio + RightSignature integrations

Send RightSignature templates for new Podio items

Need a new document signed when you achieve a milestone in a sales deal or other process? Easily send a RightSignature template for signature when you add a new Podio item using Zapier’s integration. Keep all of your documentation in order and organized without a second thought.

When this happens...
New ItemTriggers when you add a new item, record or entry to an app (standard or custom).
TriggerPolling
automatically do this!
Send TemplateClones and sends a document from a reusable template. NOTE: The document sender email and name default to the email and name of the authenticated user.
ActionWrite

Start free with email

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

More things you can do with Podio and RightSignature

Discover other triggers and actions you can use with Podio and RightSignature

- Organization
  Required
- Workspace
  Required
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
New Organization
Triggers when you add a new organization.
Trigger
Polling
Try It
- Organization
- Workspace
- Application
Trigger
Polling
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
Trigger
Polling
Try It

- Organization
  Required
- Workspace
  Required
- Application
  Required
- File Attachment
Action
Write
- Text
  Required
- Description
- Due_on
- Labels
- Responsible User
- Reminder
- Organization
- Workspace
Action
Write

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Search Field
  Required
- Search Field Value
  Required
Action
Search
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Trigger
Polling
Try It
- Template
  Required
- Document Name
  Required
- Email Recipients
- Sign Document in Person
Action
Write

- Organization
  Required
- Workspace
  Required
- Application
  Required
- Field
- Action Type
  Required
- Include Image Attachments
Trigger
Instant
Try It
- Organization
  Required
- Workspace
  Required
- Application
  Required
- View
Trigger
Polling
Try It
- Organization
  Required
Trigger
Polling
Try It
- Organization
- Workspace
- Application
- Label
- Responsible User
- Status
Trigger
Polling
Try It
- Attach To
  Required
- File
  Required
- Silent
Action
Write
- Organization
  Required
- Workspace
  Required
- Text
  Required
Action
Write
- Organization
  Required
- Workspace
  Required
- Application
  Required
- Item to be updated
  Required
Action
Write
New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Trigger
Polling
Try It
New Document Sent
Triggers when a document is sent.
Trigger
Polling
Try It

About Podio

Podio is a collaborative work platform that's perfect for managing projects, teams, and anything else in your business that needs flexible apps that work the way you do.

Learn moreLearn moreHelpHelp

Related categories

Project Management

Similar apps

Teamwork

Project Management

ActiveCollab

Project Management

Basecamp

Project Management

About RightSignature

RightSignature provides a service for easy online document signing.

Related categories

Related Zap Templates

Create Podio items for newly completed RightSignature documents

Related Zap Templates

Create Podio items for newly completed RightSignature documents