Integrate ClinchPad with Signaturit
Send information between ClinchPad and Signaturit automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate ClinchPad and Signaturit using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Note added
Triggers when a note is added to a lead
Lead created
Triggers when a new lead is created
Lead won
Triggers when an existing lead is marked as won
To-do created
Triggers when a to-do is created
Lead lost
Triggers when an existing lead is marked as lost
New signed document
Triggers when a document has been signed
All Actions - Actions are the automated tasks
Create to-do
Creates a new to-do for the specified lead
Create a lead
Creates a new lead
Create note
Creates a new note for the specified lead
Update to-do
Updates the details of an existing to-do
Fetch lead
Fetches the details of an existing lead using ID
Create templated signature request
Creates a signature request from a template
Create contact
Creates a new contact
Create certified email
Creates a new certified email request
Send reminder
Sends a signature request reminder
Cancel signature request
Cancels a signature request
Fetch signature request by ID
Fetches the details of an existing signature request using ID
What is ClinchPad?
ClinchPad is a web-based CRM application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.
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What is Signaturit?
Signaturit is an electronic signature management software that allows users to send, sign, and store their contracts and documents securely.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Toto
Technical Engineer, Master Liveaboards
