Pipedrive + SignNow

Create documents and send invites in SignNow for updated deal stages in Pipedrive

Streamline your sales process effortlessly with this powerful workflow between Pipedrive and SignNow. When a deal stage is updated in Pipedrive, a document is instantly created from a template and a role-based invite is sent in SignNow. Eliminate manual document creation and accelerate your sales pipeline while ensuring all parties receive crucial information quickly.

Streamline your sales process effortlessly with this powerful workflow between Pipedrive and SignNow. When a deal stage is updated in Pipedrive, a document is instantly created from a template and a role-based invite is sent in SignNow. Eliminate manual document creation and accelerate your sales pipeline while ensuring all parties receive crucial information quickly.

  1. When this happens...
    PipedrivePipedrive
    Updated Deal Stage

    Triggers when a deal's stage is updated.

    TriggerInstant
  2. automatically do this!
    SignNowSignNow
    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.

    ActionWrite
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Start free with email
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Supported triggers and actions

  • Pipedrive triggers, actions, and search

    New Activity

    Triggers when a new activity is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Deal

    Triggers when a new deal is created.

    Trigger
    Instant
    Try It
  • Pipedrive triggers, actions, and search

    New Lead

    Triggers when a Lead is created.

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Organization

    Triggers when a new organization is created.

    Trigger
    Scheduled
    Try It
    • Filter IdRequired

    Trigger
    Scheduled
    Try It
    • FilterRequired

    • Deal Status

    Trigger
    Scheduled
    Try It
  • Pipedrive triggers, actions, and search

    New Note

    Triggers when a new note is created.

    Trigger
    Scheduled
    Try It
    • FilterRequired

    Trigger
    Scheduled
    Try It
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pipedrive logo

About Pipedrive

Pipedrive is sales pipeline and CRM software for deal makers. Get super-organized. Close deals in less time. iOS and Android apps let you take your pipeline with you anywhere.
Learn more

Related categories

  • CRM (Customer Relationship Management)

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signnow logo
signnow logo

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.

Related categories

  • Signatures