We'll send you an email when the integration is ready and keep you informed on all the latest Connect updates.
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.
Adobe Sign is a cloud-based service that lets an individual or organization send, secure, track, and manage e-signature processes.Adobe Sign Integrations
It's easy to connect Apptivo + Adobe Sign without coding knowledge. Start creating your own business flow.
Trigger when new case created.
Trigger when new contact created.
Trigger when new contract created.
Trigger when new customer created.
Trigger when new employee created.
Trigger when new lead created.
Trigger when new opportunity created.
Trigger when any contact update.
Triggers when a new document signed
Add new employee.
Create a new case.
Creates a new contact.
Creates a new customer.
Creates a new lead.
Creates a new Opportunity.
Creates an agreement. Sends it out for signatures.
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.
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.