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  • Filter by Zapier logoFilter by Zapier logo

Signaturit + webCRM + Filter by Zapier

Signaturit + webCRM + Filter by Zapier

Signaturit + webCRM integrations

Create Signature Requests from new Order confirmation documents in webCRM

Automate the document signing process using this integration. When a new PDF file is generated containing a webCRM order, it will be sent to the order contact person to be signed and executed.

  1. When this happens...
    Document
    Document
    DocumentTriggers when a document is created or updated.
  2. automatically do this...
    Only continue if...
    Only continue if...
    Only continue if...Set up rules to specify when this Zap can continue running.
  3. then do this...
    Find Delivery
    Find Delivery
    Find DeliveryFinds a delivery.
  4. then do this...
    Find User
    Find User
    Find UserFinds a user.
  5. then do this...
    Find Person
    Find Person
    Find PersonFinds a person.
  6. then do this!
    Create a Signature Request
    Create a Signature Request
    Create a Signature RequestCreate a Signature Request.
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About Signaturit
Signaturit allows to send and sign documents online with legally binding electronic signatures.
Related categories
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About webCRM
webCRM helps your sales team with the daily workflow and overview.
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Zapier Forms
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About Filter by Zapier
Only allow a Zap to proceed when a certain condition is met. For example, if you're sending a text message when you receive a new email, you could use a Filter that only sends a text message when the email received is from a certain address.
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Related Zap Templates

  • Update webCRM documents when they have been signed in Signaturit

 

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