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 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 […]
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 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 Dropbox […]
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 […]
