Lob + SignRequest Integration
Integrate Lob to SignRequest in one click, or tell Integrately AI how you want each document handled. Trigger physical mail delivery, notify your team, update records, and dispatch follow-ups automatically.
Free forever.Use premium features free for 14 days.1.
Document is signed in SignRequest Instant- Signee viewed the document in SignRequest Instant
- Document is declined in SignRequest Instant
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Send letter in Lob- Send postcard in Lob
- Verify US address in Lob
- Verify international address in Lob
- Send sign request from template in SignRequest
- Send SignRequest in SignRequest
Trusted by experts at...
Ready Workflows for Lob + SignRequest Integration
Send physical mail after document signatures, verify addresses, track document views, and update records, 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 Lob + SignRequest flow
Users often want to log document updates in CRMs, record transactions, and notify teams in Slack once signatures and physical mail steps complete. Pick a combination and activate it in one click.
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Salesforce (8)
Salesforce (8) +
HubSpot (8)
HubSpot (8) +
Stripe (8)
Stripe (8) +
QuickBooks Online (8)
QuickBooks Online (8) +
Slack (8)
Slack (8) +
Google Sheets (8)
Google Sheets (8) S
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Send a Lob letter when a SignRequest document is signed, and create a contact record in Salesforce.
Every signed document in SignRequest triggers a physical letter in Lob and creates a new contact in Salesforce, so your postal campaigns and CRM stay perfectly aligned.
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Send a Lob postcard when a document is viewed in SignRequest, and create a task in Salesforce.
Engage prospects immediately in Lob when they view a SignRequest document, while scheduling a follow-up task in Salesforce without manual tracking.
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Verify the US address in Lob when a SignRequest document is declined, and update the lead stage in Salesforce.
Verify postal details in Lob upon a SignRequest decline and update the lead stage in Salesforce automatically to keep pipeline data accurate.
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Verify an international address in Lob after a SignRequest document is signed, and create a follow-up task in Salesforce.
Validate international addresses in Lob following a SignRequest signature and open an onboarding task in Salesforce instantly.
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If a SignRequest document is signed, send a Lob letter and create a priority account in Salesforce.
Route enterprise signatures through Lob for physical welcome mail while establishing a priority account in Salesforce based on document terms.
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When a SignRequest document is declined, send a Lob postcard and update the closed-lost stage in Salesforce.
Dispatch a retention postcard via Lob upon a SignRequest decline and update the closed-lost stage in Salesforce to trigger review workflows.
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Use Claude to review a signed SignRequest document, send a Lob letter, and create a review task in Salesforce.
Summarise signed documents with Claude, dispatch a Lob letter, and log structured review tasks in Salesforce automatically.
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When a SignRequest document is signed, send a Lob letter, create a record in Salesforce, and notify your team in Slack.
Coordinate physical mailings in Lob, CRM updates in Salesforce, and team announcements in Slack the moment a SignRequest document is signed.
Supported triggers and actions for Lob and SignRequest
Mix and match to build the exact automation you need
What can you automate with Lob + SignRequest?
Streamline your document workflows by connecting electronic signatures with automated physical mail delivery.
✉️
Send physical mail upon document signature
Automatically trigger a letter or postcard in Lob the moment a signee completes a document in SignRequest. Remove manual trips to the post office and ensure instant follow-up.
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Capture every submitted agreement field
Map all available signee details and document metadata into downstream CRM or spreadsheet columns. Maintain comprehensive records for every transaction.
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Notify your team the second agreements close
Send instant channel messages in Slack or trigger team alerts whenever a document is signed or viewed. Keep internal stakeholders informed in real time.
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Route mailings based on document status
Send different physical mailers depending on whether a document is signed, viewed, or declined. Tailor your physical outreach to specific recipient actions.
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Keep records updated as statuses change
Update contact stages, customer profiles, and deal records automatically as agreements move through different stages in SignRequest.
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Prevent duplicate records across systems
Search existing databases before creating new entries, ensuring customer profiles and mailing addresses remain clean and unified.
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Verify mailing addresses on document events
Validate US and international mailing addresses in Lob automatically when documents are declined or signed, preventing returned mail.
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Extend your workflow to external tools
Connect your core sign-off and mailing data to CRMs like HubSpot or Salesforce for advanced reporting and cross-functional visibility.
And much more...
Who is Lob + SignRequest integration for?
Teams managing physical document mailings alongside electronic signatures rely on this integration to eliminate manual handoffs and ensure every contract and mailer stays perfectly synchronised.
Operations managers
Sales representatives
Client success leads
Finance directors
Fulfillment coordinators
Compliance officers
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Operations managers
You're dispatching letters and postcards through Lob after contracts are finalised, but tracking sign-offs manually means your status sheets always lag behind — with this integration, every signed agreement triggers physical mail instantly and your records stay accurate.
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Sales representatives
You need to initiate follow-up mailers the moment a contract is viewed or signed, but waiting on manual status updates causes costly delays — automating both apps means every document event triggers physical outreach instantly.
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Client success leads
You answer to clients who expect immediate onboarding packets upon contract completion, but manual processing leaves gaps — connecting these apps means welcome mailers dispatch the second a sign-off occurs.
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Finance directors
You oversee high volumes of customer contracts and billing notices, but manual data entry creates costly reconciliation errors — this integration means every signed document updates your financial systems without human error.
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Fulfillment coordinators
You depend on upstream document approvals to ship physical welcome kits, but missed notifications stall your workflow — automating both apps means delivery tasks open the moment signatures land.
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Compliance officers
You need a bulletproof audit trail connecting signed agreements to verified physical addresses, but manual logging leads to missing records — this integration means every document event creates verified logs automatically.
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 Lob + SignRequest
Build and manage your Lob + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Lob + 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?
1
Select Automation
2
Connect Accounts
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Automation is ready
Connect Lob + SignRequest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Lob to SignRequest?
You can connect Lob to SignRequest in just one click using ready-made workflows on Integrately. Select a pre-built automation template, authenticate both accounts, and start sending physical mail when documents are signed. You can also use Integrately AI to build custom multi-step workflows connecting Salesforce, HubSpot, and Slack.
Can I automatically send a physical letter when a contract is signed in SignRequest?
Can I connect Lob, SignRequest, and Slack?
What is a good Zapier alternative for Lob and SignRequest?
How does Lob handle address verification during document workflows?
Can SignRequest track document views and trigger postcard mailings?
Do I need coding skills to automate Lob and SignRequest?
Is the Lob 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.
Want to automate something else in your workflow?
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