Apptivo + Adobe Sign Integrations
Syncing Apptivo with Adobe Sign is currently on our roadmap. Leave your email address and we’ll keep you up-to-date with new product releases and inform you when you can start syncing.
Apptivo is a robust sales and marketing platform with features such as lead management, an opportunity pipeline with attractive dashboards, campaign management, and flexible workflow capabilities such as marketing automation.
About Adobe Sign
Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.
Adobe Sign IntegrationsIt's easy to connect Apptivo + Adobe Sign without coding knowledge. Start creating your own business flow.
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New CaseTrigger when new case created.
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New Contact
Trigger when new contact created.
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New Contract
Trigger when new contract created.
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New Customer
Trigger when new customer created.
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New Employee
Trigger when new employee created.
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New Lead
Trigger when new lead created.
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New Opportunity
Trigger when new opportunity created.
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Update Contact
Trigger when any contact update.
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Document SignedTriggers when a new document signed
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Add Employee
Add new employee.
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Create Case
Create a new case.
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Create Contact
Creates a new contact.
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Create Customer
Creates a new customer.
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Create Lead
Creates a new lead.
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Create Opportunity
Creates a new Opportunity.
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Send Agreement
Creates an agreement. Sends it out for signatures.
How Apptivo & Adobe Sign Integrations Work
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Step 1: Choose Apptivo as a trigger app and authenticate it on Appy Pie Connect.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick Adobe Sign as an action app and authenticate.
(30 seconds)
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Step 4: Select a resulting action from the Action List.
(10 seconds)
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Step 5: Select the data you want to send from Apptivo to Adobe Sign.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
Integration of Apptivo and Adobe Sign
Integration of Apptivo and Adobe Sign
With the integration of Apptivo and Adobe Sign, users can send and track documents from within Apptivo. They only need to upload the document as a new record in Apptivo and then send it as an attachment or as a link using Apptivo’s share button. The recipient clicks on the link and the document opens in the Adobe Sign window. After signing, the document will automatically update in Apptivo.
Benefits of Integration of Apptivo and Adobe Sign
The benefits of integrating Apptivo and Adobe Sign include:
Users can send and track documents from within Apptivo. Users can use the built-in templates to create and send documents such as contracts, agreements, purchase orders, etc. The integration of Apptivo and Adobe Sign allows users to keep track of the documents they have sent and received. Users can view all documents they have sent or received in their digital signature history. Users can also share documents with multiple recipients at once. There are no limit to the number of users participating in a signed document. Users can set up reminders for signed documents to make sure they do not forget to sign them. They can also receive notifications when they are mentioned in a document or when they are added as a co-signer. Users can insert information about the current date, time, location, signature status, etc., into a document before sending it out. Users can track the progress of the document by viewing it in its line item details. For example, they can see whether the document has been signed yet or not. They can also see who else has signed it. Users can specify different rpes so each user is able to upload files, sign documents, etc. according to his/her rpe. They can also be assigned to different groups so they have access to the exact information they need to do their job. Users can search for documents by name, file name, date sent or received, creator name, etc., right from within Apptivo. Users can set up reminders for themselves so they are reminded to send out contracts or agreements before a certain date. They can also receive notifications when they are mentioned in a document or when they are added as co-signer.
The process to integrate Apptivo and Adobe Sign 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.
