Create integrations between Salesmate and Signable
Add Note in Salesmate when Send Envelope via Signable
Create Activity in Salesmate when Send Envelope via Signable
Create Company in Salesmate when Send Envelope via Signable
Search User in Salesmate when Send Envelope via Signable
Create Contact in Salesmate when Send Envelope via Signable
Create Deal in Salesmate when Send Envelope via Signable
Update Activity in Salesmate when Send Envelope via Signable
Update Company in Salesmate when Send Envelope via Signable
Update Contact in Salesmate when Send Envelope via Signable
Update Deal in Salesmate when Send Envelope via Signable
Actions and Triggers
When this happensTriggers
Send Envelope
Triggers when a envelope is send.
Add Contact
Triggers when a new contact is add.
Cancel Envelope
Triggers when an envelope is canceled
Envelope Opened
Triggers when an envelope is open.
Envelope Signed
Triggers when an envelope is signed.
Envelope Reject
Triggers when envelope is rejected
Do thisActions
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
About Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
Learn MoreAbout Signable
Signable is a digital signature platform that allows users to send, sign, and manage documents online securely and efficiently. It simplifies the process of obtaining legally binding signatures, making it ideal for businesses and individuals who need to handle contracts, agreements, and other important documents.
Learn More
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