RightSignature Integrations

  • Add newly completed RightSignature documents to Google Drive

    If everyone's put pen to paper, it's time to act. Zapier can free you up from all that archiving, too: Once this automation is active, it will catch every new document that's completely signed on RightSignature, immediately uploading it to Google Drive so that you never have to waste time on clerical work again.

    How this RightSignature-Google Drive integration works

    1. A new document is completely signed on RightSignature
    2. Zapier automatically uploads a file to a Google Drive folder

    Apps involved

    • RightSignature
    • Google Drive
  • Add signed RightSignature documents to a folder on Dropbox

    Nobody likes filing documents. With Zapier's help, you don't have to! Once you've set up this integration, it will capture every document that gets completely signed by your RightSignature recipients and automatically store it in any Dropbox folder you need.

    How this RightSignature-Dropbox integration works

    1. A new document is completely signed on RightSignature
    2. Zapier automatically uploads it to a folder on Dropbox

    Apps involved

    • RightSignature
    • Dropbox
  • Send a RightSignature template for signature when new rows are added to a Google Sheet

    Keep data organized in Google Sheets and get signatures on needed documents using Zapier’s integration with RightSignature and Google Sheets. Zapier will watch for new Google Sheets rows and automatically send customers a RightSignature template for signature. Get peace of mind knowing that your clients have signed the appropriate documents and track them in one easy to use space.

    How this Google Sheets-RightSignature integration works

    1. A new row is added to a Google Sheet
    2. Zapier automatically sends a RightSignature template to sign

    Apps involved

    • Google Sheets
    • RightSignature
  • Get SMS notifications when RightSignature documents are completely signed

    You've got better things to do than watch your inbox for the confirmation that documents are ready. Set up this integration, and we'll let you know when it's time. Whenever a document is completely signed on RightSignature, Zapier will fire off an SMS alert to your phone, making sure you can take action immediately.

    How this RightSignature integration works

    1. A new document is completed on RightSignature
    2. Zapier automatically sends an SMS message to your phone

    Apps involved

    • RightSignature
  • Upload signed documents from RightSignature to Sharefile

    Once everyone signs off on your documents, it's time to get to work, not shuffle paperwork. Leave that to Zapier. Activate this automation, and we'll capture each newly completely RightSignature document, uploading it to the appropriate location on Sharefile while you dig in.

    How this RightSignature-Sharefile integration works

    1. A new document is completed on RightSignature—usually because it's signed by all parties.
    2. Zapier automatically uploads it to Sharefile

    Apps involved

    • RightSignature
    • Sharefile
  • Ask new Optix users to sign a membership agreement in RightSignature

    Do you have paperwork you’ll need new members of your venue to sign? Setting up this integration ensures that each your your new venue members receives an invitation to sign a membership agreement as soon as you add them as a user into your Optix account.

    How this Optix-RightSignature integration works

    1. A new user is added on Optix
    2. Zapier automatically prompts RightSignature to send an invite to the user to sign

    Apps involved

    • Optix
    • RightSignature
  • Send new Zoho CRM contacts a RightSignature template to sign

    Get new clients all the info and contracts they need to do business with you quickly and easily. Zapier will watch for new Zoho CRM contacts and automatically send them a RightSignature template for signature. Eliminate steps in your customer onboarding process and ensure you have the right documentation.

    How this Zoho CRM-RightSignature integration works

    1. Add a new contact to Zoho CRM
    2. Zapier automatically sends the client a RightSignature template to sign

    Apps involved

    • Zoho CRM
    • RightSignature
  • Send Podio contact a RightSignature template to sign when new item added

    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.

    How this Podio-RightSignature integration works

    1. Add a new Podio item to ShareFile
    2. Zapier automatically sends the contact a RightSignature template to sign

    Apps involved

    • Podio
    • RightSignature
  • Send new Citrix ShareFile clients RightSignature templates for signature

    Need to have new clients sign an NDA or other documents before accessing information? Send a RightSignature template for signature when you add a new Citrix ShareFile client using Zapier’s integration with RightSignature and ShareFile. Save time as Zapier watches for new ShareFile clients and automatically sends them a RightSignature template for signature.

    How this Citrix Sharefile-RightSignature integration works

    1. Add a new client to ShareFile
    2. Zapier automatically sends the client a RightSignature template to sign

    Apps involved

    • ShareFile
    • RightSignature
  • Send RightSignature templates for signature for new Quickbooks Online invoices

    Tired of manually sending a document every time a new invoice is ready in Quickbooks? Send a RightSignature template for signature when you add a new Quickbooks Online invoice using Zapier’s integration with RightSignature and Quickbooks. Get back to doing what you do best, running your small business.

    How this QuickBooks Online-RightSignature integration works:

    1. Add a new invoice to QuickBooks Online
    2. Zapier automatically sends the customer a RightSignature template to sign

    Apps involved

    • QuickBooks Online
    • RightSignature
  • Send new Clio clients a RightSignature template for signature

    Want a simple way to onboard new clients? Easily send new client agreements or other documents automatically using Zapier’s connection for RightSignature and Clio. Time is money, save both sending contracts, non disclosure agreements, and other documents for signature.

    How this Clio-RightSignature integration works

    1. Add a new client to Clio
    2. Zapier automatically sends the client a RightSignature template to sign

    Apps involved

    • Clio
    • RightSignature
  • Send new Infusionsoft contacts a RightSignature template to sign

    Be sure your new contacts have completed all necessary documentation with Zapier’s integration with RightSignature and InfusionSoft. Zapier will watch for new InfusionSoft contacts and automatically send them a RightSignature template for signature. No need to worry about incomplete records or maintaining document organization once the integration is set up.

    How this Infusionsoft-RightSignature integration works

    1. Add a new contact to Infusionsoft
    2. Zapier automatically sends the contact a RightSignature template to sign

    Apps involved

    • Infusionsoft
    • RightSignature
  • Send new Salesforce contacts a RightSignature template to sign

    Integrate RightSignature and SalesForce using Zapier to eliminate tedious steps in your workflow. Send a RightSignature template for signature when you add a new SalesForce contact. Zapier will watch for new SalesForce contacts and automatically send them a RightSignature template for signature. Never send another contract manually again!

    How this Salesforce-RightSignature integration works

    1. Add a new contact to Salesforce
    2. Zapier automatically sends the contact a RightSignature template to sign

    Apps involved

    • Salesforce
    • RightSignature
  • Create Asana tasks when new documents are sent out from RightSignature

    Ever forget to check in on a client that's received your documentation? Zapier can make sure you have an action item for each. Triggered whenever you send out a document from RightSignature, it will automatically create a companion task for it on Asana to keep you on track.

    The due date will be set for the week after its sent, but this is customizable, allowing you to follow up whenever you want.

    How this RightSignature-Asana integration works

    1. A new document is sent out from RightSignature
    2. Zapier automatically creates a task on Asana

    Apps involved

    • RightSignature
    • Asana
  • Get SMS alerts when documents are sent from RightSignature

    Save your team the trouble of having to email you when those contracts finally go out. Zapier can help with that, or even let your recipients know they're ready for signature. After being set up, this automation will trigger with each new document you send out from RightSignature, sending an SMS message to your chosen number so you can get an alert anywhere you go.

    How this RightSignature-SMS integration works

    1. A new document is sent out from RightSignature
    2. Zapier automatically sends an SMS notification to any number you want

    Apps involved

    • RightSignature
    • SMS
  • Get SMS notifications for newly expired RightSignature documents

    You don't want people signing paperwork that's out of date. We'll help with that by letting you know with automated alerts. Activate this integration, and Zapier will notify you whenever a new document expires on RightSignature (after 30 days, by default). You'll receive an SMS with all the details you need to react, whether you're creating a new one or moving on to the next potential.

    How this RightSignature integration works

    1. A new document expires on RightSignature
    2. Zapier automatically sends an SMS to any number you need

    Apps involved

    • RightSignature
  • Add a story to Asana when a document expires on RightSignature

    You track all your work on Asana, so why not bring in your document activity as well? Configure this integration with your accounts and we'll keep you posted. Every time a new document expires on RightSignature, Zapier will automatically create a new story for it on Asana, making sure you always have full context for your other tasks.

    How this RightSignature-Asana integration works

    1. A new document expires on RightSignature
    2. Zapier automation creates a new story on Asana

    Apps involved

    • RightSignature
    • Asana
  • Send new RightSignature templates to be signed for every new invoice in Zoho Books

    Are you still manually sending documents for signature after every invoice? Let Zapier take care of this. Activate this integration, and a RightSignature template is automatically sent out to any recipients for signature whenever a new invoice is issued on Zoho Books, keeping your agreements moving swiftly without slowing your other work down

    How this RightSignature - Zoho Books integration works

    1. A new invoice is sent from Zoho Books
    2. Zapier sends out a new document for signing via RightSignature

    Apps involved

    • RightSignature
    • Zoho Books
  • Track new sent RightSignature documents as rows on a Google Sheet

    Getting that digital paperwork to your clients is the most important part. Once you flip the switch, Zapier can see to it that all the details are archived accurately—all you need to do is set up this integration. It will then capture the details for every new document sent out from RightSignature, storing everything you need as a new row on Google Sheets for easy sorting and filtering when you need it.

    How this RightSignature-Google Sheets integration works

    1. A new document is sent from RightSignature
    2. Zapier automatically adds a new row to Google Sheets

    Apps involved

    • RightSignature
    • Google Sheets
  • Send new Eventzilla attendees a RightSignature document to Sign

    Get new attendees all the info and forms they need to sign to attend your event with this Zapier automation. Zapier will watch for new Eventzilla attendees and automatically send them a RightSignature template for signature. Eliminate steps in your attendee onboarding process and ensure you have the right documentation before the event.

    How this Eventzilla-RightSignature integration works

    1. A new attendee registers for an event on Eventzilla
    2. Zapier automatically sends the attendee a RightSignature template to sign

    Apps involved

    • Eventzilla PRO account with an event
    • RightSignature account

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RightSignature Integration Details

Launched on Zapier April 7, 2016

Zapier combines Triggers (like "New Document Sent") and Actions (like "Send Template") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following RightSignature Triggers, Searches, and Actions are supported by Zapier:

New Document Sent

Triggers when a document is sent.

New Document Expired

Triggers when a document is not signed in the allowed time and expires.

New Document Completed

Triggers when a document is completed, typically when all parties have signed.

Send Template

Sends a template from your account.

NOTE: The document sender email and name default to the email and name of the authenticated user.

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RightSignature provides a service for easy online document signing.