Create documents and send role-based invites in SignNow for new matching deals in Pipedrive
Streamline your sales process by connecting Pipedrive and SignNow in this seamless workflow. Whenever a deal matches a specific filter in Pipedrive, a document will be automatically created from a template and sent out for role-based signatures in SignNow. This integration helps you close deals faster and more efficiently, ensuring all necessary documents are sent on time without any manual effort.
Streamline your sales process by connecting Pipedrive and SignNow in this seamless workflow. Whenever a deal matches a specific filter in Pipedrive, a document will be automatically created from a template and sent out for role-based signatures in SignNow. This integration helps you close deals faster and more efficiently, ensuring all necessary documents are sent on time without any manual effort.
- When this happens...Deal Matching Filter
Triggers when a deal newly matches a Pipedrive filter for the first time.
- automatically do this!Create Document From Template & Send Role-Based Invite
Creates a new document with fillable fields from a selected template and sends an invite to one or multiple signers.
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