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Store newly signed SignRequest documents in Dropbox
Keeping track of documents manually is a recipe for disaster. Instead of downloading a signed SignRequest document and adding it manually to your Dropbox account, you can use this Zapier integration to handle this for you. Once a document has been electronically signed by all parties via SignRequest, the document will be automatically stored in your Dropbox account.
Note: If you are using a SignRequest Team account, you can specify your Team during the setup process.
How this SignRequest-Dropbox integration works
- A SignRequest is electronically signed by all parties
- Zapier stores the signed document in Dropbox
Send a SignRequest Template signature request for every new Google Forms entry
Google Forms can be handy to gather data from your clients, customers or contacts. You might also need an electronic or digital signature on a contract from your client. If that's the case you can now use Zapier to send a SignRequest and get a document (template) signed on every Google Forms submission!
Note: In order to email the SignRequest to the signer one of the fields / spreadsheet columns needs to hold the email address.
How this Google Forms-SignRequest integration works
- A new form response is submitted by your client; Google Forms adds the submitted form row in the linked Google Spreadsheet
- SignRequest sends a new signature request to the email address found in the selected column
- Google Forms
Send SignRequest templates for a signature after Typeform forms are submitted
Ever wanted to collect electronic signatures from your users after they've completed a TypeForm? Now you can using this Zapier integration. Just create a SignRequest document template and Zapier will create and send the SignRequest template as an e-signature request to your TypeForm user after they've completed the form.
Note: In order to email a user the e-signature request one of the TypeForm fields needs to hold the email address of the user.
How this TypeForm-SignRequest integration works
- A user completes a TypeForm
- Zapier creates and sends a SignRequest Template to the user
Log new received SignRequests in a Google Sheets spreadsheet
Keeping track of all your signature requests in a spreadsheet is a great way to stay organized. Set up this Zapier integration, and anytime a new SignRequest document is received, it will be added to a new row in Google Sheets automatically.
How this SignRequest-Google Sheets integration works
- A new SignRequest is received
- A new row is added to Google Sheets
- Google Sheets
Log new signed SignRequests in a Google Sheets spreadsheet
Keep track of all the documents that have been electronically signed by your customers instead of checking each request manually. Once activated, every time a new document is signed via SignRequest, a new row will be added to a Google Sheets spreadsheet automatically.
How this SignRequest-Google Sheets integration works
- A new sent SignRequest has been signed by all parties
- Add a new row to a Google Sheets spreadsheet
- Google Sheets
Send SignRequest electronic signature requests from new or updated Google Sheets rows
Do you have a running spreadsheet of customers that need to receive a signature request? Set up this integration, and Zapier will automatically send a signature request via SignRequest whenever a row is added or updated in Google Sheets.
Note: You will need to add the email address to your Google Spreadsheet of the signer.
How this Google Sheets-SignRequest integration works
- A new Google Sheets row has been added or updated
- A new SignRequest will be sent
- Google Sheets
Create Trello cards whenever new SignRequest documents are signed
After a document has been signed with an electronic signature you typically want to start moving to the next phase of a project. This integration automatically creates a new card in Trello whenever a new SignRequest document is signed, so you can move onto your next task.
How this SignRequest-Trello integration works
- A document has been signed by all parties
- Creates a new Trello card
Send SignRequest signature requests for new Wufoo form entries
Collecting information from your customers using an online form is usually only the first step. You might also have follow-up steps like requesting an electronic signature. Once activated, this integration will automatically send a new signature request via SignRequest using a pre-made template whenever a new Wufoo form is received.
How this Wufoo-SignRequest integration works
- A new Wufoo form is created
- A SignRequest is sent to your contact
Send SignRequest signature requests when deals are added to a new stage on Pipedrive
Nurturing leads in a CRM is a great way to track progress through the squisition funnel. When they reach a specific stage, you might want to send them a signature request to close the deal. Set up this integration, and whenever a deal is moved to a specific stage in Pipedrive, a signature request via SignRequest will be sent automatically.
How this Pipedrive-SignRequest integration works
- A deal reaches a new stage in Pipedrive
- A new SignRequest document is sent
Post Slack notifications for newly signed SignRequest documents
Want to share with the team whenever new signature requests are completed? Set up this integration and whenever a document is signed via SignRequest, a notification will be posted to a Slack channel automatically. That way, you and your team will always be up to date when a deal is closed!
Note: SignRequest also has a direct integration with Slack, but with Zapier you have more options.
How this SignRequest-Slack integration works
- A SignRequest document has been signed by all parties
- A notification will be sent to your connected Slack account
Send new MailChimp subscribers SignRequest signature requests
Email marketing tools are a great acquisition tool. If you have sequences set up for deals that require signature requests, this MailChimp-SignRequest integration can help. Once activated, whenever a new subscriber is added to a list in MailChimp, a new signature request via SignRequest will be sent to them automatically.
How this MailChimp-SignRequest integration works
- A new subscriber is added to your MailChimp list
- A signature request template is sent to the new subscriber
Send SignRequest signature requests when deals are added to a HubSpot CRM stage
As deals move through the sales funnel in your CRM, they might reach a point where you need to send a signature request. With this integration, a signature request via SignRequest will be sent automatically whenever a deal in HubSpot CRM is moved to a stage of your choice.
How this HubSpot CRM-SignRequest integration works
- A deal is added to a new stage in HubSpot CRM
- Zapier sends a new SignRequest signature request
- HubSpot CRM
Create Asana tasks from new SignRequest signed documents
After a signature request has been signed, you might want to move onto the next phase of a project. With this integration, Zapier will create a new task in Asana whenever a new SignRequest document is signed, so you'll have a to-do ready for the next step.
How this SignRequest-Asana integration works
- A document has been signed by all parties via SignRequest
- Zapier creates a new Asana task
Send SignRequest templates for signatures for new Uplisting bookings
Send a SignRequest template when a tag is added to Ontraport contacts
If you're tired of wasting time creating contracts/agreements for each client and want to automate the process once a contact in an Ontraport database reaches a certain stage in your process, use this Zap to send a SignRequest template that includes the contact information from your Ontraport account. Check out this video for exact how to details. https://www.youtube.com/watch?v=h_YWTjeftNk
Create or update Ontraport contacts when SignRequest documents are signed
If you want to save time and automatically update an Ontraport account when a document is signed, use this Zap to add a Tag to an Ontraport contact. Check out this video for exact how to details. https://www.youtube.com/watch?v=h_YWTjeftNk&t=252s
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Launched on Zapier June 5, 2016
Zapier combines Triggers (like "New Document Received") and Actions (like "Send SignRequest From 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 SignRequest Triggers, Searches, and Actions are supported by Zapier:
Triggers when a SignRequest is received.
Triggers when a SignRequest is signed.
Triggers when a SignRequest is declined.
Creates and sends a new SignRequest from a SignRequest Template.
Creates and sends a new SignRequest.