SignNow
When this happens...
SignNowCreate Document From Template & Send Role-Based Invite

When gaining new clients, it's optimal to get all of the documentation done in the beginning. With this automation, each time a new contact is added in Highrise, Zapier will create a new signature request document and send it to your client to sign. It's easy, fast, automated, and on-the-go.

How It Works

  1. A new contact is added in Highrise
  2. Zapier creates a new signature document from your template, and sends an invite to your client in SignNow

What You Need

  • Highrise account
  • SignNow account

Why Zapier?

Free

Get started for free—14 day trial of premium features and apps.

Easy

No coding required—automate any of 1,000+ apps in minutes.

Secure

Enterprise-level security—connect mission-critical apps.

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

When this happens...
then do this!
New Contact

Triggers when a new contact is added to Highrise.

Create/Update a Contact

Creates a new contact, or, if a contact exists, we will update it.

New Deal

Triggered when a new deal is added

Create Note for Contact

If a contact exists, we will add a note to it. If no contact exists, we will create one and add a note to it.

New Company

Triggers when a new company is added to Highrise.

Create a Company

Creates a new company if it does not exist yet.

New Task

Triggered when a new task is added

Create Deal for Contact

Creates a new deal associated with a contact or person.

Changed Deal Status

Triggered when the status of a deal has changed. Note: only triggers one status change per deal per day.

Create Task for Contact

Creates a new task associated with a contact or person.

Use our free platform to build a single Zapier integration and instantly connect your app with 1,000+ others.

Become a Zapier Integration Partner

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Highrise CRM helps you manage your contacts, keep track of who said what when, schedule follow-ups, set reminders, and convert leads into done deals.

See Highrise Integrations