Bitrix24 CRM + SignerX.com
Create and send SignerX documents for signatures when new deals trigger in Bitrix24 CRM
Simplify your document process with this user-friendly Zap. When a deal occurs in Bitrix24 CRM, it automatically prompts SignerX to create a document from a template and send a role-based invite. This streamlines your tasks, ensuring that your documents are prepared and sent swiftly, saving you precious time and maintaining a high degree of efficiency in your business operations.
Simplify your document process with this user-friendly Zap. When a deal occurs in Bitrix24 CRM, it automatically prompts SignerX to create a document from a template and send a role-based invite. This streamlines your tasks, ensuring that your documents are prepared and sent swiftly, saving you precious time and maintaining a high degree of efficiency in your business operations.
- When this happens...Deal Trigger
Fires when a deal trigger is triggered.
- automatically do this!Pre-Fill a Template and Send for Signatures
Use any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
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- 14 day trial for premium features & apps
