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Adobe Sign + Customerly Integrations

Appy Pie Connect allows you to automate multiple workflows between Adobe Sign and Customerly

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Adobe Sign

Adobe Sign, an Adobe Document Cloud solution is a cloud-based, enterprise-class e-signature service that lets you replace paper and ink signature processes with fully automated electronic signature workflows.

About Customerly

Boost your customer engagement. The fully integrated tool your online business needs to scale up and automate your engagement.

Customerly Integrations

Best ways to Integrate Adobe Sign + Customerly

  • Adobe Sign Adobe Sign

    Customerly + Adobe Sign

    Send Agreement in Adobe Sign when New Lead is created in Customerly Read More...
    Close
    When this happens...
    Adobe Sign New Lead
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign Adobe Sign

    Customerly + Adobe Sign

    Send Agreement in Adobe Sign when New User is created in Customerly Read More...
    Close
    When this happens...
    Adobe Sign New User
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign Adobe Sign

    Gmail + Adobe Sign

    Send Agreement in Adobe Sign when New Attachment is created in Gmail Read More...
    Close
    When this happens...
    Adobe Sign New Attachment
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign Adobe Sign

    Gmail + Adobe Sign

    Send Agreement in Adobe Sign when New Labeled Email is created in Gmail Read More...
    Close
    When this happens...
    Adobe Sign New Labeled Email
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign Adobe Sign

    Gmail + Adobe Sign

    Send Agreement in Adobe Sign when New Email Matching Search is created in Gmail Read More...
    Close
    When this happens...
    Adobe Sign New Email Matching Search
     
    Then do this...
    Adobe Sign Send Agreement
  • Adobe Sign {{item.actionAppName}}

    Adobe Sign + {{item.actionAppName}}

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    Close
    When this happens...
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    Then do this...
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Connect Adobe Sign + Customerly in easier way

It's easy to connect Adobe Sign + Customerly without coding knowledge. Start creating your own business flow.

    Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

    Actions
  • Send Agreement

    Creates an agreement. Sends it out for signatures.

  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

How Adobe Sign & Customerly Integrations Work

  1. Step 1: Choose Adobe Sign as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Customerly as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Adobe Sign to Customerly .

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Adobe Sign and Customerly

Adobe Sign?

Adobe Sign is a cloud-based service that allows the creation, management and tracking of electronic signature. It was formerly known as Adobe EchoSign and was acquired by Adobe Systems in 2011. With the help of Adobe Sign, users can sign documents, send them for approval and manage them using the Adobe Sign mobile app or desktop clients.

Customerly ?

Customerly is a customer care platform that helps businesses to communicate with customers through chat, email, social media and through phone calls. The main aim of Customerly is to create a better customer experience and increase sales. It is a cloud based software which allows you to provide support to your customers either on the go or at their desktops.

  • Integration of Adobe Sign and Customerly:
  • Customerly integrates with Adobe Sign and together they deliver an automated customer communication spution. This integration enables Customerly users to easily access and manage all Adobe Sign signatures from within the Customerly platform. Users can access the documents that were signed by them and also those that were signed by other people. The integration allows users to be able to communicate directly with the customers who have signed the document and it helps them to gather feedback regarding the same. The integration between the two allows users to create workflow automation and make use of other powerful features like social media integration and live chat capabilities.

  • Benefits of Integration of Adobe Sign and Customerly:
  • The benefits of this integration are:

    • Workflow automation
    • Easy access to Adobe Sign signatures
    • Gather customer feedbacks for documents signed with Adobe Sign
    • Ability to manage processes across multiple sites

    Some of the features provided by the integration are :

    The process to integrate Adobe Sign and Customerly may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.