Streamline Your Workflow with PleaseSign New Zapier Integration

At PleaseSign, we are excited to announce the latest addition to our platform: Zapier integration! This powerful tool allows you to automate the signing process by connecting PleaseSign to over 5,000 apps. Whether you’re managing client onboarding, contract approvals, or internal documentation, our new integration with Zapier can simplify your workflow, saving you time and effort.

What is Zapier?

Zapier is an automation tool that enables you to connect different applications, even if they don’t have a direct integration. It allows you to create workflows—called “Zaps”—that trigger actions between apps. For example, you can automatically send a PleaseSign document for signing whenever a new contact is added to Google Sheets or your CRM.

With PleaseSign Zapier integration, you no longer need to switch between multiple platforms or manually trigger signing processes. You can now focus on what truly matters—running your business.

How Does PleaseSign Zapier Integration Work?

Our integration makes it incredibly simple to automate sending documents for signing. Here’s how it works in three easy steps:

1. Choose Your Trigger: Select a “trigger” event from a connected app. This could be adding a new row in a Google Sheet, receiving a new form response, or updating an entry in a CRM like Salesforce or HubSpot.
2. Set Your Action: The next step is to define what happens when the trigger event occurs. In this case, your action is to send a template from PleaseSign for digital signing. For instance, a contract template can be automatically sent to a new lead once they fill out your Google Form.
3. Customise the Process: Tailor the signing request with variables pulled from your connected apps. This ensures each signing request is personalised and ready to go without you lifting a finger.

 
 
 
 
 
 
 
  
 
 
 
  
 
 
 Hany Berty 
 
2024-08-08
 
 
  
Great Customer service
  
 
  
 
 
 
  
 
 
 Big Sister Experience 
 
2024-08-07
 
 
  
PleaseSign was the solution we found when our business was in a growth phase, and we were losing track of what contracts had and had not been signed!

The program is extremely easy to use, and allows for versatility with what elements you need personalised or included in each contract. We love that it has a template function also, and that we can file documents into different folders which means it's not only a great place to store contracts from our clients, but also a really simple way to manage HR issues within our own time such as Employment contracts and Handbook updates etc.

The platform is extremely easy to navigate and when needed, the customer service team is always prompt, helpful and a real pleasure to deal with! This program allowed us to streamline our processes and get organised as our business grew!
  
 
  
 
 
 
  
 
 
 TNF Accountants 
 
2024-07-05
 
 
  
Very good
  
 
  
 
 
 
  
 
 
 Ben Taylor 
 
2024-06-26
 
 
  
Awesome team at PleaseSign. Great customer service! Would highly recommend.
  
 
  
 
 
 
  
 
 
 Melinda Walker 
 
2024-06-11
 
 
  
I love this digital signing platform and love that I am supporting an Australian company.  As a Buyers Agent, we send all our agreements via digital signing and PleaseSign make it so incredibly easy to use. Plus you actually get to speak to a real person who cares about their clients rather than never getting any service or attention like some of these larger digital signing platforms. Great value for money and I highly recommend PleaseSign to anyone looking to make their life and their business that much simpler while still receiving great service. Regards, Melinda Walker
  
 
  
 
 
 
  
 
 
 Evan Donnelly 
 
2024-05-15
 
 
  
I was having difficulty figuring out how to share a template I created with other staff. I called the company and before I could leave a voicemail I had another incoming call which helped me sort out the problem.

It was one of the fastest issues I've had sorted out using online services. The help provided was very professional, friendly and useful.
  
 
  
 
 
 
  
 
 
 Robin Drury 
 
2024-04-09
 
 
  
We were so pleased to not only find a system that is easy to use but, it works well for our budget and, for us in Brisbane, it is great to use a local Brissie Business too.

The guys seem to be genuinely interested in helping us out and, although I imagine we would be one of their smaller clients by volume, it is just a perfect fit for us. We also have a few more ideas on how we can use the system in future to help our clients with legal paperwork.

I wouldn't hesitate to recommend to anyone looking for a better alternative to DocuSign or Adobe Sign (the service I was using).

Thanks Guys, R
  
 
  
 
 
 
  
 
 
 loopche 
 
2024-02-21
 
 
  
Great Company and Great People with great service....We have been using PleaseSign for a long while now - the product is simple and very easy to use and very cost effective - we love it - try it and you will see what we mean.....you won't be dissappointed.

Louie Apostolovski
Managing Director - itravel
  
 
  
 
 
 
  
 
 
 Reid Family 
 
2024-02-21
 
 
  
We had a smooth transition from DocuSign to PleaseSign as we searched for a more budget-friendly alternative. Jamie provided exceptional support, guiding us through a clear demo, trial period, and pricing discussions. The team has found PleaseSign easy to use. I highly recommend PleaseSign to anyone in need of a signing platform; it's a great product with excellent customer service.
  
 
  
 
 
 
 
   
 
 

Key Use Cases for PleaseSign Zapier Integration

The possibilities are endless with this integration, but here are a few use cases where it can truly add value to your business:

• Customer Onboarding: Automatically send onboarding forms and contracts for signature whenever a new customer is added to your CRM or email marketing tool.
• HR Documentation: Easily manage employee contracts, offer letters, and other paperwork by linking your HR management system to PleaseSign.
• Legal Document Management: Ensure that contracts, non-disclosure agreements (NDAs), and other legal documents are sent for signing instantly when new deals are made or when an opportunity closes in your CRM.

Benefits of Integrating PleaseSign with Zapier

1. Increased Efficiency: No more manual entry or document management. By automating the process, you’ll eliminate human error and ensure everything flows smoothly.
2. Time Savings: Spend less time managing signatures and more time focusing on growing your business. The automation allows your team to work smarter, not harder.
3. Scalability: Whether you’re a small business or a large enterprise, this integration allows you to scale up document signing as your business grows without adding extra workload for your team.

Enhanced Customer Experience: Speed up the time to close deals and improve the customer experience by having documents sent and signed within minutes.

Get Started with PleaseSign Zapier Integration

Ready to supercharge your workflow? Getting started is easy. Simply log into your Zapier account, connect PleaseSign to your desired apps, and start creating Zaps to automate your document signing processes. If you’re new to Zapier, we’ve created helpful how-to videos that guide you through the process of setting up your first workflow. You can access these videos directly on our website, or watch them on our YouTube channel.

And don’t forget: PleaseSign is Australia’s first locally owned and operated digital signing platform. We are proud to support Australian businesses with secure, compliant, and efficient digital solutions.

Special Launch Offer: Free Setup for the First 5 Businesses

To celebrate this launch, PleaseSign is offering a free setup for the first five businesses that accept this offer! This setup, normally worth $249, includes a one-on-one consultation with our team to help you create custom Zaps tailored to your workflow. Don’t miss this chance to simplify your document management process and save valuable time.

If you haven’t signed up yet, start your 30-day free trial and experience the ease of automating document signing with PleaseSign. Visit www.pleasesign.com.au today!