ActiveCampaign + SignerX.com

Create SignerX documents for new or updated ActiveCampaign deals

Effortlessly manage your sales process by automating document creation when a new deal is added or updated in ActiveCampaign. This workflow connects ActiveCampaign and SignerX, automatically generating a document in SignerX whenever there's a change in your deals. Save time, minimize manual tasks, and streamline your sales pipeline with this seamless integration. Enhance the experience with SignerX's personalized greeting videos, celebration games, and beautifully branded documents.

Effortlessly manage your sales process by automating document creation when a new deal is added or updated in ActiveCampaign. This workflow connects ActiveCampaign and SignerX, automatically generating a document in SignerX whenever there's a change in your deals. Save time, minimize manual tasks, and streamline your sales pipeline with this seamless integration. Enhance the experience with SignerX's personalized greeting videos, celebration games, and beautifully branded documents.

  1. When this happens...
    ActiveCampaignActiveCampaign
    New Deal Added or Updated

    Triggers when a new deal is created or existing deal is updated.

    TriggerInstant
  2. automatically do this!
    SignerX.comSignerX.com
    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.

    ActionWrite
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Supported triggers and actions

    • Custom ObjectRequired

    Trigger
    Instant
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  • ActiveCampaign triggers, actions, and search

    New or Updated Account

    Triggers when a new account is added or an existing account's details are updated.

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
    • ListRequired

    Trigger
    Instant
    Try It
activecampaign logo
activecampaign logo

About ActiveCampaign

ActiveCampaign is a customer experience automation (CXA) platform that helps businesses meaningfully engage customers. Access pre-built automations that combine transactional email and email marketing, marketing automation, ecommerce marketing, and CRM for powerful segmentation and personalization across social, email, messaging, chat, and text.
Learn more

Related categories

  • Marketing Automation

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signerxcom logo
signerxcom logo

About SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

Related categories

  • Documents