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:
- 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.
- 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.
- 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.
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
- Increased Efficiency: No more manual entry or document management. By automating the process, you’ll eliminate human error and ensure everything flows smoothly.
- 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.
- 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!
Links:
Learn more about PleaseSign API here.
