Integrate SignNow with Customerly

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

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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.

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.

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

Explore quick connects
Connect SignNow + Customerly in easier way

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

  • Triggers
  • 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.

  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • Actions
  • 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.

  • 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 SignNow & Customerly Integrations Work

  1. Step 1: Choose SignNow 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 SignNow to Customerly .

    (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