RightSignature Integrations

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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