Payfunnels + SignRequest

Send SignRequests from template in SignRequest when new successful payments occur in Payfunnels

This workflow activates when a transaction is successfully completed in Payfunnels, leading to the execution of the Send SignRequest From Template feature in the SignRequest app. It's a streamlined solution to ensure all your successful payments in Payfunnels are followed up with swift, preformatted SignRequests. Simplify your sales process, and save time on repetitive administrative tasks with this seamless automation.

When this happens...
Payment Successful
Triggers when a payment succeeded.
TriggerInstant
automatically do this!
Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
ActionWrite

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Supported triggers and actions

First Recurring Payment
Triggers when the First payment of recurring subscription is successfully paid.
Trigger
Instant
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Invoice Deleted
Triggers when invoice deleted.
Trigger
Instant
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Payment Failed
Triggers when payment failed.
Trigger
Instant
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- Team
Trigger
Instant
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- Team
Trigger
Instant
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- Team
- TemplateRequired
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write

Invoice Created
Triggers when invoice Created.
Trigger
Instant
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Invoice Updated
Triggers when a invoice is updated.
Trigger
Instant
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Payment Successful
Triggers when a payment succeeded.
Trigger
Instant
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- Team
Trigger
Instant
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- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write
- Api Docs Info
- HTTP MethodRequired
- URLRequired
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write

About Payfunnels

Payfunnels is a payment processing platform accepting recurring and one-time online payments, and even setting up payment plans to expire after a certain number of payments.

Learn more