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Integrating Salesmate.io with SignNow by AI Agents and Assistants

Appy Pie Automate allows you to automate multiple workflows between Salesmate.io and SignNow

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Integrations for Salesmate.io
About Salesmate.io

Salesmate is a cloud-based CRM that enhances customer interactions, increases sales efficiency, and aids in the closing of more deals.

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 SignNow
Connect Salesmate.io + SignNow in easier way

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

  • Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & SignNow Integrations Work

  1. Step 1: Choose Salesmate.io as a trigger app and authenticate it on Appy Pie Automate.

    (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 Salesmate.io 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 July 21, 2024, 2:13 am
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