Zapier is an online automation tool that connects over 2000 apps and services. You can connect two or more
apps to automate repetitive tasks without coding or relying on developers to build the integration.
The workflows you create in Zapier are called Zaps - automated workflows that connects your apps together. Zaps are made up of “Triggers” and “Actions”. A trigger is an event that starts a Zap and an action is an event the Zap performs after it's triggered. For example, closing a deal in your CRM system triggers a Zap to get a sales contract signed and archived. The action could be sending a signing invitation, notifying you on Slack when a contract is signed or archiving a signed document in a designated Google Drive folder.
Connecting other apps to SignHero via Zapier will help you automate your document management life-cycle and work seamlessly between your favorite applications.
Go to Zapier. Get started with a suitable plan and search for SignHero. In no time, you are ready to create your own automated workflows.
Step one: A sales contract is signed in SignHero
Step two: SignHero delivers signing process information and the signed contract to Pipedrive
Step three: Pipedrive looks up a deal to which the contract belongs to
Step four: Pipedrive attaches the signed contract to the deal and updates its status
Step five: A notification is sent to your Slack