Getting started with Sign.Plus and Zapier: A step-by-step integration guide

Who can use this feature?

Available on Business & Enterprise plan.

All members.

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!

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