Integrating Customerly with SignNow by AI Agents and Assistants
Appy Pie Automate allows you to automate multiple workflows between Customerly and SignNow
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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.
Integrations for SignNowIt's easy to connect Customerly + SignNow without coding knowledge. Start creating your own business flow.
- Triggers
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New LeadTriggers when a new lead is created.
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New User
Triggers when a new user is created.
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Document CompletedTriggers when all signers have filled in and signed the document.
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Document Deleted
Triggers when a document has been deleted.
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Document Updated
Triggers when a document has been updated
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New Document
Triggers when a document has been uploaded to SignNow.
- Actions
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Add User Tag
Attach a tag to an existing user or lead.
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Create or Update Lead
Creates or updates a lead.
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Create or Update User
Creates or updates a new user.
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Cancel Invite to Sign and Delete Document
Revokes an invite to sign. Optionally can delete a document.
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Invite to Sign
Sends an email with the invite to sign a document.
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Upload Document
Uploads a new document.
How Customerly & SignNow Integrations Work
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Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Automate.
(30 seconds)
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Step 2: Select "Trigger" from the Triggers List.
(10 seconds)
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Step 3: Pick SignNow 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 Customerly to SignNow.
(2 minutes)
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Your Connect is ready! It's time to start enjoying the benefits of workflow automation.