ActiveCampaign + SignerX.com
Create documents from templates and send role-based invites in SignerX for new or updated contacts in ActiveCampaign
Boost your efficiency by managing your contacts in ActiveCampaign effectively. Whenever there are new or updated contacts, this workflow initiates an action in your SignerX application. Automatically, SignerX generates a document from a designated template and dispatches a role-based invite. This seamless process saves valuable time and streamlines your contact management routine. Enhance the signing experience with SignerX's personalized greeting videos, fun celebration games, and beautifully branded documents.
Boost your efficiency by managing your contacts in ActiveCampaign effectively. Whenever there are new or updated contacts, this workflow initiates an action in your SignerX application. Automatically, SignerX generates a document from a designated template and dispatches a role-based invite. This seamless process saves valuable time and streamlines your contact management routine. Enhance the signing experience with SignerX's personalized greeting videos, fun celebration games, and beautifully branded documents.
- When this happens...New or Updated Contact
Triggers when a new contact is created or an existing contact's details are updated.
- 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.
- Free forever for core features
- 14 day trial for premium features & apps
Custom ObjectRequired
Trigger EventsRequired
Try ItTask Type (Optional)
Try ItNew Automation Webhook
Triggers when an automation sends out webhook data. To add a webhook in ActiveCampaign, navigate to your Automations section, add or edit an automation, and create a new "Webhook" action.
Try ItListRequired
Try It
