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Highrise + SignNow

Request signatures in SignNow from new Highrise contacts

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.

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.

  1. When this happens...
    HighriseHighrise
    New Contact

    Triggers when a new contact is added to Highrise.

    TriggerScheduled
  2. automatically do this!
    SignNowSignNow
    Invite to Sign

    Sends an email with the invite to sign a document. NOTE: Use this action only for signing simple documents without fields and roles.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Highrise triggers, actions, and search

    New Task Category

    Triggered when a new task category is added

    Trigger
    Scheduled
    Try It
    • Tag

    Trigger
    Scheduled
    Try It
  • Highrise triggers, actions, and search

    Changed Deal Status

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

    Trigger
    Scheduled
    Try It
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highrise logo

About Highrise

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.
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Related categories

  • CRM (Customer Relationship Management)

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Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier
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signnow logo

About SignNow

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

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