Integrate Customerly with SignNow

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

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  • Lightning Fast Setup
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About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About SignNow

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.

Want to explore Customerly + SignNow quick connects for faster integration? Here’s our list of the best Customerly + SignNow quick connects.

Explore quick connects
Connect Customerly + SignNow in easier way

It's easy to connect Customerly + SignNow 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.

  • Document Completed

    Triggers when all signers have filled in and signed the document.

  • Document Deleted

    Triggers when a document has been deleted.

  • Document Updated

    Triggers when a document has been updated

  • New Document

    Triggers when a document has been uploaded to SignNow.

  • Actions
  • 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.

  • Cancel Invite to Sign and Delete Document

    Revokes an invite to sign. Optionally can delete a document.

  • Invite to Sign

    Sends an email with the invite to sign a document.

  • Upload Document

    Uploads a new document.

How Customerly & SignNow Integrations Work

  1. Step 1: Choose Customerly 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 SignNow 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 Customerly to SignNow.

    (2 minutes)

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

Page reviewed by: Abhinav Girdhar  | Last Updated on January 25,2023 05:21 pm