SignRequest

SignRequest Integrations

  • 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

    1. A SignRequest is electronically signed by all parties
    2. Zapier stores the signed document in Dropbox

    Apps involved

    • SignRequest
    • 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

    1. A new form response is submitted by your client; Google Forms adds the submitted form row in the linked Google Spreadsheet
    2. SignRequest sends a new signature request to the email address found in the selected column

    Apps involved

    • Google Forms
    • SignRequest
  • 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

    1. A user completes a TypeForm
    2. Zapier creates and sends a SignRequest Template to the user

    Apps involved

    • TypeForm
    • SignRequest
  • 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

    1. A new SignRequest is received
    2. A new row is added to Google Sheets

    Apps involved

    • SignRequest
    • 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

    1. A new sent SignRequest has been signed by all parties
    2. Add a new row to a Google Sheets spreadsheet

    Apps involved

    • SignRequest
    • 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

    1. A new Google Sheets row has been added or updated
    2. A new SignRequest will be sent

    Apps involved

    • Google Sheets
    • SignRequest
  • 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

    1. A document has been signed by all parties
    2. Creates a new Trello card

    Apps involved

    • SignRequest
    • Trello
  • 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

    1. A new Wufoo form is created
    2. A SignRequest is sent to your contact

    Apps involved

    • Wufoo
    • SignRequest
  • 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

    1. A deal reaches a new stage in Pipedrive
    2. A new SignRequest document is sent

    Apps involved

    • Pipedrive
    • SignRequest
  • 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

    1. A SignRequest document has been signed by all parties
    2. A notification will be sent to your connected Slack account

    Apps involved

    • SignRequest
    • Slack
  • 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

    1. A new subscriber is added to your MailChimp list
    2. A signature request template is sent to the new subscriber

    Apps involved

    • MailChimp
    • SignRequest
  • 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

    1. A deal is added to a new stage in HubSpot CRM
    2. Zapier sends a new SignRequest signature request

    Apps involved

    • HubSpot CRM
    • SignRequest
  • 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

    1. A document has been signed by all parties via SignRequest
    2. Zapier creates a new Asana task

    Apps involved

    • SignRequest
    • Asana

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SignRequest Integration Details

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:

New Document Received

Triggers when a SignRequest is received.

New Document Signed

Triggers when a SignRequest is signed.

New Document Declined

Triggers when a SignRequest is declined.

Send SignRequest From Template

Creates and sends a new SignRequest from a SignRequest Template.

Send SignRequest

Creates and sends a new SignRequest.

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SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.