SignRequest + URL Shortener by Zapier + Pipedrive Integrations

How to connect SignRequest + URL Shortener by Zapier + Pipedrive

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Do even more with SignRequest + URL Shortener by Zapier + Pipedrive

With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with SignRequest, URL Shortener by Zapier, and Pipedrive. And don’t forget that you can add more apps and actions to create complex workflows.

Supported triggers and actions

What does this mean?
    • Team

      Select your Team or leave empty to use your Personal account.

    Try It
    • Team

      Optionally use a Team account when sending the SignRequest or leave empty to use your Personal account.

      You have 2 options to create a SignRequest:

      1. Upload a File: Use a trigger that provides a File Object.
      2. Provide an URL: SignRequest will download the document from that location.
    • File

      Option 1: Upload a File

      PDF's are preferred. If you do not provide a File here you need to provide a url in 'File From Url' where SignRequest can download the file. Generally you'll want to use this if your trigger provides a File Object.

    • File From URL

      Option 2: Provide an URL

      When not using 'File' provide a url here where SignRequest can download the file. If the download location returns a content type of text/plain or text/html SignRequest will do its best to make a pdf out of it. This can be used if you want to dynamically create pdf documents from web pages without making a pdf yourself.

    • Sender Email

      By default the Sender is the email address of the connected SignRequest account. When using a Team this may also be one of email addresses of Team members.

    • Who Needs to Sign?

      By default only the signer(s) you add need to sign. If the Sender also needs to sign, choose 'Me & Others'.

    • SignRequest Name

      By default we use the filename as the name of a SignRequest.

    • Custom SignRequest Email Subject

      Generally you'll want to leave this empty as SignRequest generates one automatically.

    • Custom Message

      A custom message to show in the SignRequest email. If left empty SignRequest will generate one for you.

    • Send Automatic Reminders?

      Automatically remind signer(s) when the document hasn't been signed.

    • External ID

      Your ID as a reference. Can be anything.

    • Signer EmailRequired

      The email address of the signer. When multiple emails are added these signers will all have the same configuration and receive a SignRequest. When different configurations are required for separate signers please use the 'Advanced Signers Configuration' field.

    • Signer First Name

    • Signer Last Name

    • Does This Signer Need to Sign?

      Set to 'no' if this signer only needs to receive a copy of the signed document.

    • Signer Needs to Approve Only?

      Set to 'yes' if this Signer only needs to approve this document ('approve' button instead of signature).

    • Signing Order

      By default all signers receive the SignRequest at the same time. If you want a signer to receive the SignRequest after another signer has signed increase the order level for that signer. E.g. if you have one signer with order 0 and two with order 1, the two with order 1 will get the SignRequest simultaneously when the signer with order 0 has signed (or approved). Generally useful when a document must first be approved internally before it goes to a customer.

    • Signer Language

      Sets the language of the SignRequest emails. While signing the browser of the signer determines the language of the interface.

    • Force Language

      To force the SignRequest browser interface to use the Signer Language set this to 'yes'. By default the browser language settings are used.

    • Mobile Phone Number to Verify

      To enable Text Message Verification provide a mobile phone number including the country code.

    • Advanced Signers Configuration

      For advanced users only. This field can be used to used when multiple signers or complex setups are required. This overrides all other signers related configuration fields. The value must be a valid JSON structure (array). Please note that there should be no , after the last Object {...} in the list.

      For example to have the first signer to only approve a document and send the second SignRequest to the second signer only after the first signer has approved:

      {"email": "first_signer@example.com", "needs_to_sign": true, "approve_only": true, "order": 0},
      {"email": "second_signer@example.com", "needs_to_sign": true, "order": 1}

      To just have 2 signers: sign a document at the same time:

      {"email": "first_signer@example.com"},
      {"email": "second_signer@example.com"}

      Please also refer to our API documentation for all possible configuration options for the signer object: https://signrequest.com/api/v1/docs/. You can also l...

    • Advanced Tags Prefill

      For advanced users only. This field can be used to prefill (template) tags in a document. The value must be a valid JSON list structure (array). Please note that there should be no , after the last Object {...} in the list.


      {"external_id": "customer_name", "text": "John Smith"},
      {"external_id": "customer_birth_date", "date_value": "1984-12-31"},
      {"external_id": "customer_city", "text": "New York"},
      {"external_id": "checkbox_1", "checkbox_value": "true"},
      {"external_id": "checkbox_2", "checkbox_value": "false"}

      The "external_id" is the External ID set when creating a template tag. The "date_value" field must be in ISO format ([YYYY]-[MM]-[DD]). The "checkbox_value" can only be "true" or "false". The "text" field may have any value.

      Please also refer to the api documentation and our help section on the topic.

      *Please note that wh...

    • Api Docs Info

      API docs for SignRequest are located here https://signrequest.com/api/v1/docs/

    • HTTP MethodRequired

    • URLRequired

      Requests can only be made to domains associated by this application.

    • Query String Parameters

      These params will be URL-encoded and appended to the URL when making the request.

    • Headers

      Authentication headers are included automatically

    • Additional Request Headers

      Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

    • Body

      Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.


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How SignRequest + URL Shortener by Zapier + Pipedrive Integrations Work

  1. Step 1: Authenticate SignRequest, URL Shortener by Zapier, and Pipedrive.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
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About SignRequest

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

Related categories

  • Signatures
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About URL Shortener by Zapier

Create ready-to-share links on the fly. Zapier's URL Shortener spits out a simplified version of any link you throw its way. Pass that link to Twitter, drop it in an email, or send it along to any Zapier-connected app.
Learn more

Related categories

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About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

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