Connect noCRM.io to Signatureapi

Both apps 39noCRM.io 24Signatureapi 15

• Trigger
  Lead Status Changed

  Triggers when a specific status of the lead is changed.

• Trigger
  New Client Folder

  Triggers when a client folder is created.

• Trigger
  New Deleted Lead

  Triggers when a lead is deleted. This trigger only works for Expert edition and above .

• Trigger
  New Lead

  Triggers when a lead is created.

• Trigger
  New Lead Assigned

  Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .

• Trigger
  New Lead Comment

  Triggers when a lead is comment on. This trigger only works for Expert edition and above .

• Trigger
  New Lead Content or Title Changed

  Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .

• Trigger
  New Prospect

  Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .

• Action
  Add Attachment

  Add an attachment to a lead

• Action
  Add Comment

  Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Add Tags

  Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Assign Lead

  Assign the lead to a user

• Action
  Call Simplified API

  Call our simplified API to interact with your data

• Action
  Change Lead's Title

  Change the title of a lead

• Action
  Change Status

  Change the status of a lead to Standby, Won, Cancelled or Lost

• Action
  Change Step

  Change the step of a lead

• Action
  Create Lead

  Creates a new lead.

• Action
  Create Prospect

  Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .

• Action
  Delete Lead

  Moves a lead to the trash.

• Action
  Find Lead

  Finds a lead from an email address.

• Action
  Get Lead

  Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.

• Action
  Log an Activity

  Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .

• Action
  Set Amount and Probability

  Set the amount and the probability of a lead

• Action
  Set the Estimated Closing Date

  Set the estimated closing date on a lead

• Action
  Add ceremony

  Creates a new signing ceremony for a recipient. Any previous active ceremony for that recipient is revoked. Returns the ceremony, including its URL when the recipient is authenticated by email code or by your own application.

• Action
  Add deliverable

  Creates an additional deliverable (signed PDF package) from a completed envelope. The envelope must be completed.

• Action
  Add envelope

  Creates an envelope with documents and recipients and starts the signing process.

• Action
  Add upload

  Uploads a PDF, DOCX or PNG file to SignatureAPI and returns a URL you can use as a document source when creating an envelope. Uploads expire after 24 hours.

• Action
  Cancel envelope

  Cancel an in-progress envelope so remaining recipients can no longer sign.

• Action
  Delete envelope

  Delete an envelope.

• Action
  Get deliverable

  Retrieves a deliverable by its ID, including its status and, once generated, a download link for the signed PDF.

• Action
  Get envelope

  Retrieve a single envelope by id.

• Action
  Get recipient

  Retrieves a recipient's details, including status, ceremony information and completion timestamp.

• Action
  Get upload

  Fetches an uploaded file's record by ID: its format, size, hash and expiry. An error occurs if the upload is not found.

• Action
  List deliverables

  Returns the deliverables (signed PDFs with audit log) of an envelope, earliest first.

• Action
  List envelopes

  Lists envelopes in the account, most recent first, optionally filtered by status or topic.

• Action
  Resend request

  Resends the signing request to a recipient who has not yet completed their ceremony, e.g. as a reminder or after a lost or soft-bounced email.

• Action
  Update envelope

  Update mutable fields (e.g. title, metadata) of an existing envelope.

• Action
  Update recipient

  Replaces a recipient who has not yet completed with a new person. The original recipient is marked replaced and a new recipient is created with the same type, key, routing position and places.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.