

Instantly(legacy) + SignRequest Integration
Integrate Instantly(legacy) to SignRequest in one click, or tell Integrately AI how you want each lead handled. Trigger document requests, track replies, manage agreements, and update records automatically.
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Ready Workflows Β for Instantly(legacy) + SignRequest Integration
Trigger document requests, track replies, manage agreements, and update records, all in just one click.
Sorry, we donβt 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 Instantly(legacy) + SignRequest flow
Send agreement data to your CRM, schedule onboarding calls, log responses in spreadsheets, and alert your team. Pick a combination and activate it in one click.


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Hubspot (4)
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Calendly (4)
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Google Sheets (4)
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Gmail (4)
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Slack (4)
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Stripe (4)
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When a reply is received in Instantly(legacy), send a SignRequest and create a contact in HubSpot.
Every reply in Instantly(legacy) triggers a new SignRequest document and creates a contact in HubSpot automatically.
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When a document is signed in SignRequest, update the lead status in Instantly(legacy) and update the contact in HubSpot.
Signed documents in SignRequest update lead statuses in Instantly(legacy) and refresh contact records in HubSpot instantly.
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When an email is sent in Instantly(legacy), send a SignRequest from template and create a deal in HubSpot.
Outreach emails sent in Instantly(legacy) generate template agreements in SignRequest and open new deals in HubSpot.
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Use Claude to evaluate replies in Instantly(legacy). If positive, send a SignRequest and create a task in HubSpot.
Claude analyses Instantly(legacy) replies, sending a SignRequest and creating a HubSpot task for qualified leads.
Supported triggers and actions for Instantly(legacy) and SignRequest
Mix and match to build the exact automation you need

Instantly(legacy) Triggers & Actions
Instant
Campaign is completed in Instantly(legacy)
Triggers the automation when a campaign is completed
Try it β Instant
Email is bounced in Instantly(legacy)
Triggers the automation when an email bounces
Try it β Instant
Reply is received in Instantly(legacy)
Triggers the automation when a reply is received
Try it β 
SignRequest Triggers & Actions
Instant
Document is signed in SignRequest
Triggers the automation when a document is signed
Try it β Instant
Signee viewed the document in SignRequest
Triggers the automation when a signer views the document
Try it β Instant
Document is declined in SignRequest
Triggers the automation when a document is not approved
Try it β What can you automate with Instantly(legacy) + SignRequest?
Streamline your cold email outreach and electronic signature workflows with robust, automated triggers.
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Trigger document requests on prospect replies
Automatically send a SignRequest document the moment a reply is received in Instantly(legacy). Eliminate manual document creation and speed up your closing process.
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Capture every submitted campaign field
Map available reply details and lead custom fields directly into your agreement templates. Ensure all signer information is accurate and complete.
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Notify your team as responses arrive
Alert your sales reps in Slack or via email the second a prospect replies in Instantly(legacy) or signs a document in SignRequest.
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Route agreements based on lead responses
Send different SignRequest templates depending on the specific campaign or answer received in Instantly(legacy). Tailor your paperwork to each prospect's needs.
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Keep lead statuses up to date
Automatically update lead statuses in Instantly(legacy) as soon as documents are viewed, signed, or declined in SignRequest.
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Add or update records without duplicates
Manage campaign contacts efficiently by creating new tags or updating lead statuses instead of generating duplicate entries across your stack.
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Handle later agreement status changes
Track document milestones such as completed signatures or declined proposals and trigger corresponding downstream updates instantly.
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Extend your workflow to external apps
Connect your Instantly(legacy) and SignRequest core flow with HubSpot, Google Sheets, or Slack to sync customer data across your entire tech stack.
And much more...
Who is Instantly(legacy) + SignRequest integration for?
Revenue teams, sales leaders, and account executives connect Instantly(legacy) to SignRequest to eliminate manual paperwork bottlenecks and accelerate contract closing.
Performance marketers
Sales representatives
Account managers
Outreach coordinators
Operations leads
RevOps managers
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Performance marketers
You're running cold email campaigns across multiple accounts but your tracking sheet only updates when someone manually exports lead replies, so the response counts you're optimising against are always a few hours behind β this integration means every new reply triggers document requests instantly and your data stays current.
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Sales representatives
You need to dispatch paperwork the moment a prospect shows interest, but copying contact details into agreements by hand leaves you waiting on administrative tasks while hot leads cool down β with this integration, every reply instantly generates a document request so you can close deals while interest is high.
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Account managers
You answer to clients who want to see rapid agreement progress, but manual status checks between your outreach tool and signing platform cause frustrating delays β automating both apps means signed documents update lead statuses automatically and your clients see consistent forward momentum.
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Outreach coordinators
The campaign volume is too high for anyone to keep up by hand when managing replies and sending custom contracts for every positive response β connecting these apps means every inbound reply launches document requests automatically without missing a single prospect.
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Operations leads
You own the onboarding stage and depend on someone upstream to hand over signed agreements before you can provision accounts, but manual notifications always arrive late β this integration means signed paperwork flows straight into your workflow the second it clears.
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RevOps managers
You need a reliable history of prospect interactions and keep finding gaps between your email outreach records and signed contracts β automating both apps means every campaign reply and signature is logged consistently without missing audit trails.

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 Instantly(legacy) + SignRequest
Build and manage your Instantly(legacy) + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Instantly(legacy) + 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 β 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 Instantly(legacy) + SignRequest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Instantly(legacy) to SignRequest?
You can connect Instantly(legacy) to SignRequest in 1 click using ready templates or ask Integrately AI to build the automation for your cold outreach and document signing workflow.
Can I automatically send a SignRequest when a lead replies in Instantly(legacy)?
Can I connect Instantly(legacy), SignRequest, and HubSpot?
What is a good Zapier alternative for Instantly(legacy) and SignRequest?
How does Instantly(legacy) handle lead replies in this integration?
How does SignRequest manage signed documents here?
Can I automate this workflow without any coding skills?
Is the Instantly(legacy) and SignRequest integration free?
Didn't find the answer you were looking for?
No worries β just send us a message and weβll get back to you as soon as possible.
Want to automate something else in your workflow?
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