

Infinity + SignRequest Integration
Integrate Infinity to SignRequest in one click, or tell Integrately AI how you want each item handled. Send sign requests, track document views, update your boards, and log every completed signature automatically.
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Ready Workflows for Infinity + SignRequest Integration
Send sign requests from new items, track signee views, update board statuses, and log completed documents, 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 Infinity + SignRequest flow
Sales and operations teams need document signatures to trigger client onboarding, notify managers, and update storage records. Pick a combination and activate it in one click.


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Google Drive (5)
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Slack (5)
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HubSpot (5)
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Gmail (5)
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Calendly (5)
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Trello (5)
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Send a SignRequest when a new item is created in Infinity, and save the document copy in Google Drive
New items in Infinity automatically trigger a SignRequest, and the document is safely stored in Google Drive without manual file handling.
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When a document is signed in SignRequest, update the matching item in Infinity and create a folder in Google Drive
Signed documents in SignRequest update your Infinity boards and create a dedicated Google Drive folder instantly.
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When a document is declined in SignRequest, update the Infinity item and archive the file in Google Drive
Declined documents in SignRequest update your Infinity project board and move related files in Google Drive.
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Use Claude to summarise signed documents in SignRequest, update Infinity items, and save notes in Google Drive
Claude analyses signed SignRequest documents, updates Infinity items with key takeaways, and saves summaries in Google Drive.
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When a document is signed in SignRequest, create an Infinity item, save the file in Google Drive, and alert your team in Slack
Signed agreements in SignRequest create Infinity items, archive files in Google Drive, and notify your team in Slack.
Supported triggers and actions for Infinity and SignRequest
Mix and match to build the exact automation you need

Infinity Triggers & Actions
Instant
Comment is created in Infinity
Triggers the automation when a new comment is created
Try it → What can you automate with Infinity + SignRequest?
Streamline your document workflows by syncing signature events directly with your project boards and team communications.
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Send sign requests from new project items
Automatically trigger a SignRequest whenever a new item or task is created in Infinity. Eliminate manual document dispatching and start agreements immediately.
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Map every signee and document field
Capture detailed metadata, dates, and signee responses from SignRequest directly into your Infinity project items. Maintain comprehensive records without manual transcription.
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Alert your team on signature updates
Notify team members instantly in Slack or via email the moment a client views, signs, or declines a document in SignRequest. Keep everyone aligned on deal progress.
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Route workflows based on document status
If a document is signed, update your Infinity board to active status; if declined, trigger a follow-up task. Handle every outcome automatically.
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Sync status changes across platforms
Update Infinity item details whenever a document's status changes in SignRequest. Ensure your project boards always reflect the latest agreement stage.
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Find and update existing records
Search your Infinity boards for existing items before creating new ones, updating records securely when a SignRequest event occurs. Prevent redundant entries.
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Manage completed and declined agreements
Automatically archive items, update statuses, or trigger next steps when a document is fully signed or declined in SignRequest. Close out workflows cleanly.
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Send instant Slack alerts on document completion
Combine Infinity and SignRequest with Slack to broadcast signed documents directly to your channels. Ensure stakeholders never miss a completed agreement.
And much more...
Who is Infinity + SignRequest integration for?
Project managers and operations leads handling client onboarding, contracts, and approvals can automate document tracking and eliminate manual status updates across Infinity and SignRequest.
Operations Analysts
Account Managers
Project Directors
Operations Coordinators
Project Leads
Legal Operations Teams
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Operations Analysts
You're tracking project milestones and agreement statuses across multiple spreadsheets, but document updates only arrive when someone manually checks SignRequest, so your project dashboards are always outdated — with this integration, every signed document updates your Infinity boards instantly and your reporting stays accurate.
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Account Managers
You rely on client signatures to kick off new project phases in Infinity, but delayed notifications mean hours pass before your team starts working, missing critical momentum — automating both apps means every signed document triggers board updates the moment it happens so your team moves immediately.
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Project Directors
Clients constantly ask for the status of their agreements and project setup, but digging through disparate tabs leaves them waiting for answers while trust erodes — with this integration, every signature status flows straight into your Infinity workspace to give stakeholders instant visibility.
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Operations Coordinators
Your team processes dozens of client agreements daily, but copying signature statuses into Infinity by hand creates bottlenecks and human errors across records — automating both apps means every completed document logs itself without manual data entry.
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Project Leads
You are waiting for signed contracts before creating project items in Infinity, but manual handoffs between legal and delivery lead to stalled projects and idle resources — connecting these apps means signed documents create and update your project boards automatically.
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Legal Operations Teams
You need a complete audit trail linking project items in Infinity to legally binding agreements in SignRequest, but manual tracking leaves gaps and missing records during reviews — automating both apps means every document state is permanently recorded alongside your project data.

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 Infinity + SignRequest
Build and manage your Infinity + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Infinity + SignRequest 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?
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Select Automation
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Connect Accounts
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Automation is ready
Connect Infinity + SignRequest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Infinity to SignRequest?
Connecting Infinity to SignRequest takes just one click on Integrately, where you can select a ready-made workflow or use Integrately AI to set up your integration.
Can I automatically send a SignRequest when an item is created in Infinity?
Can I connect Infinity, SignRequest, and Slack?
What is a good Zapier alternative for Infinity and SignRequest?
How do Infinity project items sync with SignRequest documents?
Can SignRequest trigger updates in Infinity when a document is signed?
Do I need coding skills to automate Infinity and SignRequest?
Is the Infinity and SignRequest integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
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