Zapier makes software integration possibilities nearly endless, with 500+ apps to choose from including Salesforce, Zoho and Google Sheets. ✅ Have all of the data entered by signer automatically exported to a Google Sheets spreadsheet ✅ Automatically send a specific Signable template out when a new client is added to your CRM ✅ Automatically save a […]
1. Click and accept the Zapier integration invitation link 2. Click ‘Make a Zap!’ in the top menu bar From here, you’ll need to decide whether you’d like Signable to act as a ‘trigger’ (i.e. when an envelope is signed, a new row is added to your Google Sheet) OR whether you’d like Signable to […]
Integrating your Signable account with Dropbox allows you to have all signed documents automatically uploaded to your Dropbox folder of choice for safe keeping. 😊 To get started with the Dropbox integration just: 1. Head to the ‘Apps’ tab 2. Click ‘Setup’ under the Dropbox logo 3. Click ‘Connect to Dropbox’ 4. Sign in with your […]
Integrating your Signable account with Capsule CRM (Professional Plan)gives you the ability to: ✅ Import your Capsule CRM contacts to your list of Signable contacts ✅ Automatically add notes to your client history whenever an envelope is sent or signed via Signable ✅ Download completed copies of envelopes from within Capsule CRM To get started with this […]
Integrating your Signable account with your Close.io account gives you the ability to: ✅ Import your Close.io contacts to your list of Signable contacts ✅ Automatically add notes to your client history whenever an envelope is sent or signed via Signable ✅ Download completed copies of envelopes from within Close.io To get started […]
Integrating your Signable account with Kashflow gives you the ability to import your Kashflow contacts to your list of Signable contacts. To get started with this integration just: 1. Login to your Kashflow account 2. Head to ‘Apps’, then ‘API Settings’ (as pictured in the image to the right) 3. Make sure the ‘Enabled’ box is […]
