Integrate SignNow with Customerly
Appy Pie Connect allows you to automate multiple workflows between SignNow and Customerly
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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 connectsIt's easy to connect SignNow + Customerly without coding knowledge. Start creating your own business flow.
- Triggers
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Document CompletedTriggers when all signers have filled in and signed the document.
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Document DeletedTriggers when a document has been deleted.
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Document UpdatedTriggers when a document has been updated
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New DocumentTriggers when a document has been uploaded to SignNow.
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New LeadTriggers when a new lead is created.
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New UserTriggers when a new user is created.
- Actions
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Cancel Invite to Sign and Delete DocumentRevokes an invite to sign. Optionally can delete a document.
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Invite to SignSends an email with the invite to sign a document.
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Upload DocumentUploads a new document.
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Add User TagAttach a tag to an existing user or lead.
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Create or Update LeadCreates or updates a lead.
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Create or Update UserCreates or updates a new user.
How SignNow & Customerly Integrations Work
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Step 1: Choose SignNow 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 Customerly 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 SignNow to Customerly .
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.
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