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.
- When this happens...New Deal Added or Updated
Triggers when a new deal is created or existing deal is 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.
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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