Create integrations between SignRequest and Close to automate any workflow
WHEN THIS HAPPENS
New Document ReceivedAUTOMATICALLY DO THIS
Create LeadEndless possibilities
Create your first workflow
Quickly automate workflows with SignRequest and Close using Zapier's templates.
Our most popular template
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
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Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Team
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TemplateRequired
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Signer Needs to Approve Only?
Signing Order
Signer Language
Force Language
Mobile Phone Number to Verify
Advanced Signers Configuration
Advanced Tags Prefill
New Call Recording
Triggers when a new call recording or voicemail is added to Close.
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Team
Try ItTeam
File
File From URL
Sender Email
Who Needs to Sign?
SignRequest Name
Custom SignRequest Email Subject
Custom Message
Send Automatic Reminders?
External ID
Signer EmailRequired
Signer First Name
Signer Last Name
Does This Signer Need to Sign?
Signer Needs to Approve Only?
Signing Order
Signer Language
Force Language
Mobile Phone Number to Verify
Advanced Signers Configuration
Advanced Tags Prefill
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
Direction
Completed?
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Related categories
Close is a sales productivity platform built to help you close more deals. With built-in calling, SMS, and email—your team can communicate with prospects and customers all in one place. It’s an "all-in-one" platform which you can use standalone without needing any other sales emails tools or calling products.