Integrations Salesflare SignRequest
Salesflare + SignRequest

Connect Salesflare and SignRequest to Build Intelligent Automations

Choose a Trigger

Salesflare

When this happens...

Choose an Action

SignRequest

Automatically do this!

Enable Integrations or automations with these events of Salesflare and SignRequest

Enable Integrations or automations with these events of Salesflare and SignRequest

Triggers

New Account

New Account

Trigger When a new Account is created

New Contact

New Contact

Trigger when New Contact Created

New Opportunity

New Opportunity

Trigger when new opportunity is created

New Task

New Task

Trigger when a new task is created

New Workflow Step Event

New Workflow Step Event

Triggers when new workflow step event is created.

Request a new Trigger for Salesflare

Actions

Find account

Find account

Find an account

Find Contact

Find Contact

Find a contact

Find Opportunity

Find Opportunity

Find an Opportunity

Find Person

Find Person

Find a Person

Find Pipeline Stage

Find Pipeline Stage

Find a Pipeline Stage

Find User

Find User

Find a User

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Frequently Asked Questions

How do I start an integration between Salesflare and SignRequest?

To start, connect both your Salesflare and SignRequest accounts to viaSocket. Once connected, you can set up a workflow where an event in Salesflare triggers actions in SignRequest (or vice versa).

Can we customize how data from Salesflare is recorded in SignRequest?

Absolutely. You can customize how Salesflare data is recorded in SignRequest. This includes choosing which data fields go into which fields of SignRequest, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Salesflare and SignRequest?

The data sync between Salesflare and SignRequest typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Salesflare to SignRequest?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Salesflare and SignRequest?

Yes, you can set conditional logic to control the flow of data between Salesflare and SignRequest. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Salesflare

About Salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

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SignRequest

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

Learn More