REI Pebble + SignNow

"send new deals from REI Pebble and create and send documents from templates with invites in SignNow"

Easily manage your real estate investments with REI Pebble and streamline your document process in SignNow with this efficient automation. Whenever a deal is sent in REI Pebble, this workflow will create a document from a template and send a role-based invite in SignNow. This helps you save time, eliminate manual tasks, and enables faster document transactions - so you can focus more on your investment deals.

When this happens...
Deal Created
Triggers when a new deal is created.
TriggerInstant
automatically do this!
Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
ActionWrite

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Supported triggers and actions

Contact Created
Triggers when a new contact is created.
Trigger
Instant
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Deal Created
Triggers when a new deal is created.
Trigger
Instant
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Deal Updated
Triggers when a deal is updated (title, status, value, or source).
Trigger
Instant
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Property Created
Triggers when a new property is created.
Trigger
Instant
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Property Purchased
Triggers when a property purchase is created.
Trigger
Instant
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Property Tagged
Triggers when a tag is added to a property.
Trigger
Instant
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- NameRequired
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write

- APNRequired
- County IDRequired
- Contact/Owner IDRequired
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Contact IDRequired
- Name
- First Name
- Last Name
- Email Address
- Phone - Primary
- Phone - Secondary
- Contact Category
- Description
- Do Not Mail
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
Action
Write
- Property IDRequired
- APN
- County ID
- Contact/Owner ID
- Legal Description
- Acreage
- Line 1
- Line 2
- City
- State
- Zip
- Square Feet
- Year Built
- Floors
- Bathrooms
- Bedrooms
- Longitude
- Latitude
- SRID
Action
Write
- Name / Email / Phone
Action
Search
- Title
- Board ID
- Stage ID
- Status
Action
Search
- Name
- Board ID
Action
Search
Document Deleted
Triggers when a document has been deleted.
Trigger
Instant
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- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
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- TemplateRequired
- Document NameRequired
- FromRequired
- ToRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- Template GroupRequired
- Document Group NameRequired
- FromRequired
- CC
- Subject
- Message
- Redirect After Signing
- On Completion
- Line Wrapping
Action
Write
- FileRequired
- Document Name
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

Contact Updated
Triggers when a contact is updated.
Trigger
Instant
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Deal Moved
Triggers when a deal is moved to a stage.
Trigger
Instant
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Document Created
Triggers when a new document is created.
Trigger
Instant
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Property Offer Created
Triggers when an offer is created for a property.
Trigger
Instant
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Property Sold
Triggers when a property sale is created.
Trigger
Instant
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Property Updated
Triggers when a property is updated.
Trigger
Instant
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- TitleRequired
- Board IDRequired
- Stage IDRequired
- Contact IDs
- Property IDs
Action
Write
- TextRequired
- Deal IDRequired
Action
Write
- Deal IDRequired
- Title
- Stage ID
Action
Write
- Name
Action
Search
- Name
Action
Search
- ID
- County ID
- APN / Address
- Campaign Code
Action
Search
- Template
- Return PDF of DocumentRequired
- Return Document HistoryRequired
- Return ZIPRequired
Trigger
Instant
Try It
- Return PDF of DocumentRequired
- Return Document HistoryRequired
Trigger
Instant
Try It
- DocumentRequired
- ActionRequired
Action
Write
- TemplateRequired
- Document NameRequired
- FromRequired
- CC
- Subject
- Message
- Redirect After Signing
- Payment Settings | Merchant Account
- Payment Settings | Payer
- Payment Settings | Currency
- Payment Settings | Payment Amount
- On Completion
- Line Wrapping
Action
Write
- DocumentRequired
- From Email AddressRequired
- To Email AddressRequired
- Subject
- Message
- Redirect After Signing
Action
Write
- FileRequired
- Document Name
Action
Write

About REI Pebble

Streamline & simplify your land Investing with REI Pebble.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

About SignNow

SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.

Related categories

Signatures

REI Pebble + SignNow

"send new deals from REI Pebble and create and send documents from templates with invites in SignNow"

Contact Created

Deal Created

Deal Updated

Property Created

Property Purchased

Property Tagged

Create a Contact

Create a Property

Update a Contact

Update a Property

Find a Contact

Find a Deal

Find a Stage

Document Deleted

New Document

Create Document From Template & Send Free Form Invite

Create Document Group From Template Group & Send Invite

Upload Document

API Request (Beta)

Contact Updated

Deal Moved

Document Created

Property Offer Created

Property Sold

Property Updated

Create a Deal

Create a Note

Update a Deal

Find a Board

Find a County

Find a Property

Document Completed

Document Updated

Cancel Invite to Sign and Delete Document

Create Document From Template & Send Role-Based Invite

Invite to Sign

Upload Document & Extract Fields

About REI Pebble

Related categories

Similar apps

Zapier Interfaces

About SignNow

Related categories