SignRequest + Simplero
Tag Simplero contacts when new documents are signed in SignRequest
Ensure signed documents in SignRequest instantly update your contacts in Simplero. With this streamlined workflow, as soon as a document is signed in SignRequest, the corresponding contact in Simplero will be tagged. This efficient process saves time on manual data entry and helps you stay organized, keeping track of important signed documents.
Ensure signed documents in SignRequest instantly update your contacts in Simplero. With this streamlined workflow, as soon as a document is signed in SignRequest, the corresponding contact in Simplero will be tagged. This efficient process saves time on manual data entry and helps you stay organized, keeping track of important signed documents.
- When this happens...New Document Signed
Triggers when a SignRequest is signed.
- automatically do this!Tag Existing Contact
Adds a tag to an existing contact.
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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
Delete Purchase
Fired when a purchase expires, is canceled, or is refunded.
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Team
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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
New Purchase
Will be fired whenever a new purchase is made in Simplero.
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