We're here to guide you through integrating Sign.Plus with Zapier and give superpowers to your workflow.
Step 1: Sign Up
If you haven't already, create an account with Sign.Plus. It’s quick, easy, and free. Then, make sure you also have a Zapier account. It will be the bridge connecting all your favorite apps with Sign.Plus.
Step 2: Explore the Possibilities
Think about the tasks you do every day. Imagine the efficiency you could achieve if some of these processes were automated. That's what Zaps are for – they handle routine tasks for you, freeing you up for bigger challenges. Whether it’s sending a document for signature when a new entry is added to your CRM, or updating a record once a document is signed…
Step 3: Set Up Your First Zap
It’s time to create your first Zap. Simply choose a trigger (like when a Google Sheet is updated with new client information), and an action (automatically send out a contract template to the new client to sign). Zapier will walk you through each step. If needed, learn how to create Zaps here.
Step 4: Test Your Zaps
After setting up your Zap, give it a test run to see your first automated task in action.
Step 5: Keep Innovating
Don't stop at one. The more you play with Zapier, the more you'll see how it can help. Got a cool automation idea? Try it out! Sign.Plus and Zapier are here to make your workflow easier, one Zap at a time.
We believe technology should empower you, not overwhelm you.
💬 Have inquiries about Sign.Plus Zapier integration? Contact us, so we can help address any queries or concerns!