SignerX.com and Salesflare

How to connect SignerX.com

About SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

SignerX.com operations on Zapier

Triggers (5)

Start a workflow when this happens

  • Package Complete — Triggers when a new package/document is signed by all parties.
  • Package Created — Triggers when a new package/document has been created.
  • Package Sent — Triggers when a package/document is sent for signatures.
  • Recipient Signed — Triggers when each recipient has a signed a package/document.
  • Template Published — Triggers when a template has been published.

Actions (4)

Things Salesflare can make it do

  • Find a Template — Find single a template by name.
  • Pre-Fill a Template and Send for Signatures — Use any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
  • Send Template for Signatures — Send an existing template to a new recipient to fill out and sign.
  • Upload a Package — Upload a PDF document which creates a package draft, ready for field mapping in your dashboard.

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