Apptivo + Signaturely Integration

Integrate Apptivo to Signaturely in one click, or tell Integrately AI how you want each contact handled. Generate signing requests, track document completion, update your CRM records, and alert your team automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Apptivo
    Case is created in Apptivo Instant
  • Apptivo
    Case is updated in Apptivo Instant
  • Apptivo
    Case is deleted in Apptivo Instant
  • Apptivo
    Contact is created in Apptivo Instant
  • Apptivo
    Contact is updated in Apptivo Instant
  • Apptivo
    Opportunity is created in Apptivo Instant
  • Apptivo
    Opportunity is updated in Apptivo Instant
  • Apptivo
    Opportunity is deleted in Apptivo Instant
  • Apptivo
    Customer is created in Apptivo Instant
  • Apptivo
    Customer is updated in Apptivo Instant
  • Apptivo
    Customer is deleted in Apptivo Instant
  • Apptivo
    Contact is deleted in Apptivo Instant
  • Apptivo
    Project is created in Apptivo Instant
  • Apptivo
    Project is updated in Apptivo Instant
  • Apptivo
    Project is deleted in Apptivo Instant
  • Apptivo
    Lead is created in Apptivo Instant
  • Apptivo
    Lead is updated in Apptivo Instant
  • Apptivo
    Lead is deleted in Apptivo Instant
  • Signaturely
    Document is completed in Signaturely Instant
  • Signaturely
    Document is sent in Signaturely Instant
Arrow Right
2.
  • Apptivo
    Create contact in Apptivo
  • Apptivo
    Search contact in Apptivo
  • Apptivo
    Create lead in Apptivo
  • Apptivo
    Search lead by email in Apptivo
  • Apptivo
    Create customer in Apptivo
  • Apptivo
    Create opportunity in Apptivo
  • Apptivo
    Search customer by customer number in Apptivo
  • Apptivo
    Search opportunity by name in Apptivo
  • Apptivo
    Search case by Email in Apptivo
  • Signaturely
    Create signing request in Signaturely
  • Signaturely
    Search document in Signaturely

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Ready WorkflowsReady Workflows   for Apptivo + Signaturely Integration

Create signing requests, track document statuses, update contacts, and notify your team, all in just one click.

Sorry, we don’t have a ready workflow for this combination yet.
Got a different task in mind? Describe it

Create your workflow with Integrately AI.
Simply describe what you want to automate, and Integrately AI will build it for you.

Connect more apps to your Apptivo + Signaturely flow

Send document updates to your CRM, notify your team on messaging channels, and log transactions across your financial tools. Pick a combination and activate it in one click.

Apptivo
Signaturely
+
SalesforceSalesforce (6)
+
HubspotHubspot (6)
+
PipedrivePipedrive (6)
+
GmailGmail (6)
+
SlackSlack (6)
+
StripeStripe (6)
A
S
S
Add every new Apptivo contact, create a Signaturely signing request, and log the contact in Salesforce.
New Apptivo contacts immediately generate a signing request in Signaturely and a corresponding contact record in Salesforce without manual data entry.
S
A
S
When a Signaturely document is completed, search the contact in Apptivo and create a task in Salesforce.
Completed signing requests trigger a contact lookup in Apptivo and automatically create a follow-up task in Salesforce.
A
S
S
When an Apptivo opportunity is created, generate a Signaturely signing request and update the Salesforce deal.
New Apptivo opportunities trigger agreement requests in Signaturely and update your pipeline records in Salesforce.
A
S
S
When an Apptivo lead is updated, create a Signaturely signing request and create a Salesforce lead record.
Updated Apptivo leads generate signature requests in Signaturely and duplicate the updated record in Salesforce.
A
S
S
Use Claude to review Apptivo contact details, create a Signaturely signing request, and log the record in Salesforce.
Claude evaluates new Apptivo contacts before generating a Signaturely signing request and updating Salesforce.
S
A
S
When a Signaturely document is sent, search the Apptivo customer record and create a task in Salesforce.
Sent Signaturely documents trigger customer lookups in Apptivo and task creation in Salesforce for tracking.

Supported triggers and actions for Apptivo and Signaturely

Mix and match to build the exact automation you need

Apptivo
Apptivo Triggers & Actions
Instant
Case is created in Apptivo
Triggers the automation when a new case is created
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Instant
Case is updated in Apptivo
Triggers the automation when any case is updated
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Instant
Case is deleted in Apptivo
Triggers the automation when any case is deleted
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Instant
Contact is created in Apptivo
Triggers the automation when a new contact is created
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Instant
Contact is updated in Apptivo
Triggers the automation when a contact is updated
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Instant
Opportunity is created in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is updated in Apptivo
Triggers the automation when any opportunity is updated
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Instant
Opportunity is deleted in Apptivo
Triggers the automation when any opportunity is deleted
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Instant
Customer is created in Apptivo
Triggers the automation when a new customer is created
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Instant
Customer is updated in Apptivo
Triggers the automation when customer details are updated
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Instant
Customer is deleted in Apptivo
Triggers the automation when a customer is removed from the database
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Instant
Contact is deleted in Apptivo
Triggers the automation when a contact is removed from the particular list
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Instant
Project is created in Apptivo
Triggers the automation when a new project is created
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Instant
Project is updated in Apptivo
Triggers the automation when a project is updated
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Instant
Project is deleted in Apptivo
Triggers the automation when a project is deleted
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Instant
Lead is created in Apptivo
Triggers the automation when a new lead is created
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Instant
Lead is updated in Apptivo
Triggers the automation when the lead information is updated
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Instant
Lead is deleted in Apptivo
Triggers the automation when a lead is removed from the system
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Create contact in Apptivo
Adds a new contact to the database
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Search contact in Apptivo
Finds and retrieves contact information
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Create lead in Apptivo
Generates new leads for potential customers
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Search lead by email in Apptivo
Retrieves information for a particular lead using their email
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Create customer in Apptivo
Adds a new customer to the database
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Create opportunity in Apptivo
Creates a new instance of the support system
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Search customer by customer number in Apptivo
Retrieves customer information based on customer number input
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Search opportunity by name in Apptivo
Searches for a opportunity by its name
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Search case by Email in Apptivo
Retrieves a case using an email address
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Signaturely
Signaturely Triggers & Actions
Instant
Document is completed in Signaturely
Triggers the automation when a particular document is completed
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Instant
Document is sent in Signaturely
Triggers the automation when a document is sent to the recipient
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Create signing request in Signaturely
Sends a new signing request
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Search document in Signaturely
Locates and retrieves document based on search criteria
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What can you automate with Apptivo + Signaturely?

Streamline document signing, CRM updates, and client onboarding workflows in a single automated pipeline.

What you can automate?
✍️
Trigger signing requests from new CRM contacts
Automatically generate a Signaturely signing request the moment a new contact or lead is created in Apptivo, eliminating manual contract setup.
🔍
Capture every submitted signer field
Map custom signer inputs and contact details directly into your Apptivo records so your CRM database captures complete client information.
📢
Alert your team upon document completion
Send instant notifications to your team channels or email inboxes as soon as a client finishes signing their document in Signaturely.
🔀
Route agreements based on client data
Send different contract templates or trigger specific CRM updates depending on the tier or category submitted in your Apptivo records.
🔄
Keep CRM records up to date automatically
Update customer profiles and opportunity stages in Apptivo as soon as document milestones change in Signaturely.
🛡️
Search and update instead of creating duplicates
Search existing contacts and customer numbers in Apptivo before creating records to maintain a clean, duplicate-free database.
⏱️
Handle later status changes and follow-ups
Monitor completed, sent, or updated documents in Signaturely to trigger automated task creation and status tracking in Apptivo.
🔌
Extend flows to popular messaging apps
Connect your Apptivo and Signaturely core workflow to Slack or Gmail to notify stakeholders and send automated email confirmations instantly.
And much more...

Who is Apptivo + Signaturely integration for?

Sales teams, business operators, and project managers automate document execution and CRM updates to eliminate manual paperwork and speed up deal cycles.

Sales leaders
Sales leaders
Operations managers
Operations managers
Account executives
Account executives
Revenue operations teams
Revenue operations teams
Project coordinators
Project coordinators
Customer success managers
Customer success managers
📈
Sales leaders
You're managing pipeline opportunities in Apptivo but waiting for manual contract uploads before closing deals, so your revenue metrics are always outdated — this integration means every new contact triggers a Signaturely signing request instantly and your CRM stays fully synchronized.
Operations managers
You need to track agreement statuses across multiple client accounts, but manual document tracking causes severe bottlenecks — connecting these apps means completed Signaturely documents update your Apptivo records automatically without manual data entry.
🤝
Account executives
You answer to clients waiting on contract execution, but administrative delays slow down your onboarding pace — with this integration, every updated lead in Apptivo immediately generates a signing request in Signaturely to keep deals moving.
📊
Revenue operations teams
The volume of incoming customer records is too high for anyone to keep up by hand, leading to missing agreement logs — automating both apps means every completed document matches your Apptivo data without manual filing.
🎯
Project coordinators
You own project kickoffs and depend on sales teams to hand over signed contracts, but handoffs often stall — connecting these apps means project creation in Apptivo triggers signature requests in Signaturely immediately.
📋
Customer success managers
You need a reliable audit trail of client agreements, but manual record-keeping keeps leaving gaps in your history — automating both apps means every signed document updates your customer records accurately.
Our team

Ready Workflows Did you know?

Our team can create automations for you... At no extra cost!

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Why choose Integrately to automate Apptivo + Signaturely

Build and manage your Apptivo + Signaturely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Apptivo + Signaturely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?

How Integrately Works?

1
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2
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Connect Accounts
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3
Automation is ready
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Frequently Asked Questions

How do I connect Apptivo to Signaturely?
Frequently Asked Questions
You can connect Apptivo to Signaturely in 1 click using ready workflows on Integrately, or ask Integrately AI to build the automation and map the fields for you. It also integrates smoothly with tools like Salesforce, Slack, and HubSpot.
Can I automatically create a Signaturely signing request when an Apptivo contact is created?
Frequently Asked Questions
Can I connect Apptivo, Signaturely, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Apptivo and Signaturely?
Frequently Asked Questions
How do Apptivo contact triggers work with Signaturely?
Frequently Asked Questions
Can Signaturely document completions update my Apptivo records?
Frequently Asked Questions
Do I need coding skills to automate Apptivo and Signaturely?
Frequently Asked Questions
Is the Apptivo and Signaturely integration free?
Frequently Asked Questions
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Want to automate something else in your workflow?

You Can Also Connect Apptivo or Signaturely With 1500+ Other Apps

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Signaturely
Popular Signaturely Integrations
Sync Signaturely with document storage, communication platforms, and analytics tools to speed up agreement workflows.