17hats + SignerX.com integrations
Create signature requests in SignerX for new contacts in 17hats
Simplify your document signing process with SignerX and 17hats. When a new contact is added in 17hats, this seamless automation creates a signature request from a template in SignerX, enhancing efficiency and reducing manual tasks. Let this integration handle signature requests while you focus on growing your business. Enjoy the personalized touch of greeting videos and celebration games for your signers, making every signature experience memorable.
- When this happens...New ContactTriggers when a new contact is created.
- automatically do this!Pre-Fill a Template and Send for SignaturesUse any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
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More things you can do with 17hats and SignerX.com
Discover other triggers and actions you can use with 17hats and SignerX.com
- New Contact
Triggers when a new contact is created.
Try ItTriggerInstant - Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionWrite- NameRequired
- Company_name
- Email
- Phone_number
ActionSearch- Package Created
Triggers when a new package/document has been created.
Try ItTriggerPolling
- Updated Contact
Triggers when an already existing contact is updated.
Try ItTriggerInstant - ContactRequired
- Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Company_name
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionWrite- NameRequired
- Company_name
- Email
- Phone_number
- Is Company?Required
- First_nameRequired
- TypeRequired
- Last_name
- Title
- Primary E-mail Address
- Other E-mail Addresses
- Primary Phone Number
- Other Phone Numbers
- Address Line 1
- Address Line 2
- City
- State
- ZIP Code
- Country
- Birthday
- Facebook_id
- Instagram_id
- Linkedin_id
- Referred_by
- Twitter_id
- Pinterest_id
- Website
- Tags
- Notes
ActionSearch or write- Template Published
Triggers when a template has been published.
Try ItTriggerPolling
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