Connect SignNow and Kylas CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
User Document Delete
User Document Create
User Document Open
User Document Update
User Document Complete
User Template Copy
User Document Field Invite Create
User Document Field Invite Sent
User Document Field Invite Signed
User Document Free Form Cancel
User Document Free Form Create
User Document Field Invite Replace
User Document Field Invite Delete
User Document Free Form Signed
User Document Group Create
User Document Group Update
User Document Group Delete
Document Open
Document Free Form Create
Document Free Form Signed
Document Update
Document Complete
Document Delete
Document Group Open
Document Group Update
Document Group Complete
Document Group Delete
Document Group Invite Create
Document Group Invite Authentication Failed
Document Group Invite Sent
Document Group Invite Signed
Document Group Invite Resend
Document Group Invite Declined
Document Group Invite Cancel
Document Group Freeform Create
Document Group Freeform signed
Document Group Freeform Resend
Document Group Freeform Cancel
Document Group Invite Consent Agreed
Document Group Invite Consent Declined
Document Group Invite Consent Withdrawn
Document Group Email Delivery Failed
Document Field Invite Create
Document Field Invite Sent
Document Field Invite Signed
Document Field Invite Decline
Document Field Invite Resend
Document Field Invite Replace
Document Field Invite Delete
Document Freeform Create
Document Freeform Signed
Document Freeform Resend
Document Freeform Cancel
Document Field Invite Consent Agreed
Document Field Invite Consent Declined
Document Field Invite Consent Withdrawn
Document Field Invite Authentication Failed
Document Field Invite Email Delivery Failed
Choose an Action
Automatically do this!
Create Lead
Create Contact
Create Company
Create Deal
Search Contact
Create New Lead
Search Company
Search Lead
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Document Delete
Trigger when a user document delete.
User Document Create
Trigger when user document create.
User Document Open
Trigger when user document open.
User Document Update
Trigger when a user document update.
User Document Complete
Trigger when a user document complete.
User Template Copy
Trigger when a user template copy.
Do thisActions
Action is the task that follows automatically within your SignNow integrations.
Create Organization
This action create New Organization.
Rename Organization
This action rename the Organization name.
Delete organization
This action delete an organization.
Download Document PDF
This action download the PDF of a SignNow document.
Get Document Download Link
This action return one-time use URL for anyone to download the document as a PDF.
Get Document
String input for the document ID path parameter used in GET /document/{document_id}. Required.
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Frequently Asked Questions
To start, connect both your SignNow and Kylas CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in SignNow triggers actions in Kylas CRM (or vice versa).
Absolutely. You can customize how SignNow data is recorded in Kylas CRM. This includes choosing which data fields go into which fields of Kylas CRM, setting up custom formats, and filtering out unwanted information.
The data sync between SignNow and Kylas CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between SignNow and Kylas CRM. 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.
About SignNow
SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
Learn MoreAbout Kylas CRM
Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.
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