Flexie CRM + Signaturely Integration
Integrate Flexie CRM to Signaturely in one click, or tell Integrately AI how you want each deal handled. Send signing requests, track document completions, update your CRM records, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
Universal trigger in Flexie CRM Instant
Document is completed in Signaturely Instant- Document is sent in Signaturely Instant
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- Create contact in Flexie CRM
- Update contact in Flexie CRM
- Search contact in Flexie CRM
- Create deal in Flexie CRM
- Update deal in Flexie CRM
- Search deal in Flexie CRM
- Update custom entity in Flexie CRM
- Create account in Flexie CRM
- Search account in Flexie CRM
- Update account in Flexie CRM
- Create custom entity in Flexie CRM
- Search custom entity in Flexie CRM
- Create lead in Flexie CRM
- Search lead in Flexie CRM
- Update lead in Flexie CRM
- Create signing request in Signaturely
- Search document in Signaturely
Trusted by experts at...
Ready Workflows for Flexie CRM + Signaturely Integration
Send signing requests when deals are created, update contact statuses when documents are completed, keep your sales records current, alert your team, and trigger follow-ups, all in just one click.
Sorry, we don’t have a ready workflow for this combination yet.
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 Flexie CRM + Signaturely flow
Connect your payment, calendar, and messaging tools to handle customer data and follow-ups after agreements are signed. Pick a combination and activate it in one click.
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Stripe (8)
Stripe (8) +
Google Workspace (8)
Google Workspace (8) +
HubSpot (8)
HubSpot (8) +
Gmail (8)
Gmail (8) +
Calendly (8)
Calendly (8) +
Slack (8)
Slack (8) S
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When a Stripe payment is succeeded, create a contact in Flexie CRM and create a signing request in Signaturely
New Stripe payments instantly create a contact in Flexie CRM and trigger a signing request in Signaturely, keeping your billing and document workflows connected.
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When a Stripe subscription is created, update the contact in Flexie CRM and create a signing request in Signaturely
New subscriptions in Stripe update your Flexie CRM records and trigger a signing request in Signaturely instantly.
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When a Stripe invoice is paid, update the deal in Flexie CRM and create a signing request in Signaturely
Paid Stripe invoices update your Flexie CRM deals and trigger agreement requests in Signaturely automatically.
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Create a Stripe customer when a Signaturely document is completed and create a contact in Flexie CRM
Completed Signaturely documents create a customer in Stripe and a contact in Flexie CRM automatically.
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If a Stripe payment fails, update the contact in Flexie CRM and search for the document in Signaturely
Failed Stripe payments update your Flexie CRM contact records and search for related Signaturely documents.
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When a Stripe subscription is cancelled, update the deal in Flexie CRM and search for the document in Signaturely
Cancelled subscriptions update your Flexie CRM deals and search for associated Signaturely documents.
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Use ChatGPT to analyse every new Stripe payment, create a contact in Flexie CRM, and create a signing request in Signaturely
ChatGPT analyses new Stripe payments to set up Flexie CRM contacts and trigger Signaturely signing requests.
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Turn every paid Stripe invoice into a Flexie CRM deal, create a signing request in Signaturely, and notify your finance team in Slack
Paid Stripe invoices create Flexie CRM deals, trigger Signaturely signing requests, and notify Slack.
Supported triggers and actions for Flexie CRM and Signaturely
Mix and match to build the exact automation you need
Flexie CRM Triggers & Actions
What can you automate with Flexie CRM + Signaturely?
Streamline your sales pipeline and agreement workflows with automated triggers and real-time data sync.
✍️
Trigger signing requests automatically from deals
Create a Signaturely signing request the moment a new deal or contact is created in Flexie CRM. Eliminate manual document dispatch and speed up your sales cycle.
📋
Capture every submitted field in agreement requests
Map customer names, emails, and custom details from Flexie CRM directly into Signaturely signing requests. Ensure your documents always contain accurate information.
🔔
Notify your team when documents are completed
Alert your sales channel in Slack or via email the moment a client signs a Signaturely document, keeping your entire team informed of deal closures.
🔀
Route agreements based on deal value or tier
Send different signing templates or assign priority follow-ups depending on the tier or amount submitted in Flexie CRM.
🔄
Keep CRM records updated as document status changes
Automatically update contact stages and deal records in Flexie CRM when Signaturely documents are sent, viewed, or completed.
🔍
Search and update existing contacts without duplicates
Search for existing contacts in Flexie CRM before creating new records, ensuring your database remains clean and organized.
⏱️
Handle later status changes and cancellations
Update deal stages in Flexie CRM when signing requests are declined or expired, allowing your team to re-engage prospects quickly.
🌐
Extend your workflow to messaging and email tools
Connect Slack, Gmail, or Stripe to your Flexie CRM and Signaturely flow to notify teams and log billing details automatically.
And much more...
Who is Flexie CRM + Signaturely integration for?
Connecting Flexie CRM and Signaturely helps sales teams, project managers, and business owners eliminate manual document tracking and accelerate deal closures.
Sales managers
Account executives
Client success directors
Operations coordinators
Sales development reps
Business development directors
📈
Sales managers
You're reviewing deal progress across your sales pipeline but your signing reports only update when someone manually exports records from Signaturely, so the metrics you're optimising against are always a few hours behind — automating both apps means every agreement status lands in your CRM instantly and your pipeline reporting stays current.
⚡
Account executives
You need to close deals and secure signed contracts the moment prospects agree, but manual document creation means hours wasted copy-pasting client details — with this integration, every new deal in Flexie CRM triggers a signing request in Signaturely instantly.
🤝
Client success directors
You answer to stakeholders who want immediate visibility into client onboarding agreements, but finding completed contracts across platforms takes valuable time — automating these apps means every signed document updates your CRM records and notifies your team without manual searches.
📊
Operations coordinators
The volume of contracts and customer records is too high for anyone to keep up by hand, leading to missed follow-ups and unassigned leads — connecting these apps means every document and contact syncs automatically across your workflow.
🎯
Sales development reps
You own the initial lead qualification stage and depend on accurate contact handoffs to close deals, but gaps between form submissions and agreement requests cause friction — automating both apps means seamless transitions from Flexie CRM leads to Signaturely signing requests.
🗂️
Business development directors
You need a reliable history of all client interactions and agreements, but manual entry leaves frequent gaps in your database — with this integration, every document event and contact detail is logged accurately in Flexie CRM.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Flexie CRM + Signaturely
Build and manage your Flexie CRM + Signaturely automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Flexie CRM + Signaturely with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
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
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
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
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
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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Flexie CRM + Signaturely Now 
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Frequently Asked Questions
How do I connect Flexie CRM to Signaturely?
You can connect Flexie CRM to Signaturely in 1-click using ready templates or Integrately AI. With 1,500+ integrations including Slack, Google Workspace, and HubSpot, setting up automated signing workflows takes just minutes.
Can I automatically send signing requests when deals are created in Flexie CRM?
Can I connect Flexie CRM, Signaturely, and Slack?
What is a good Zapier alternative for Flexie CRM and Signaturely?
How does Flexie CRM handle contact updates during document signing?
Can Signaturely document completions update my Flexie CRM deals?
How do I automate Flexie CRM and Signaturely without coding?
Is the Flexie CRM and Signaturely integration free?
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