Act! 365 + SignRequest Integration
Integrate Act! 365 to SignRequest in one click, or tell Integrately AI how you want each contact handled. Create sign requests, track signatures, update your Act! 365 contacts, and alert your team automatically.
Free forever.Use premium features free for 14 days.1.
New contact is created in Act! 365
Document is signed in SignRequest Instant- Signee viewed the document in SignRequest Instant
- Document is declined in SignRequest Instant
2.
- Create contact in Act! 365
- Send sign request from template in SignRequest
- Send SignRequest in SignRequest
Trusted by experts at...
Ready Workflows for Act! 365 + SignRequest Integration
Trigger sign requests from new contacts, track document signatures, update contact records, and notify your sales team, 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 Act! 365 + SignRequest flow
Sync your agreement workflows with CRMs, messaging platforms, and spreadsheets to keep your entire team aligned. Pick a combination and activate it in one click.
+
Google Calendar (3)
Google Calendar (3) +
Stripe (3)
Stripe (3) +
HubSpot (3)
HubSpot (3) +
Mailchimp (3)
Mailchimp (3) +
Google Sheets (3)
Google Sheets (3) +
Slack (3)
Slack (3) A
G
S
Create a Google Calendar event for every new Act! 365 contact, and send a SignRequest document
New Act! 365 contacts instantly generate a scheduled calendar event and an outgoing SignRequest document without manual scheduling.
G
A
S
When a Google Calendar event is created, create an Act! 365 contact and send a SignRequest document
Meeting bookings in Google Calendar automatically register new contacts in Act! 365 and trigger an immediate SignRequest.
G
A
S
Use Gemini to review meeting notes in Google Calendar, create an Act! 365 contact, and send a SignRequest
Extract agreement details from Google Calendar descriptions using Gemini, update Act! 365, and dispatch a SignRequest.
Supported triggers and actions for Act! 365 and SignRequest
Mix and match to build the exact automation you need
What can you automate with Act! 365 + SignRequest?
Streamline your document workflows and contact management with automated triggers between Act! 365 and SignRequest.
✍️
Trigger sign requests from new CRM contacts
Automatically send a SignRequest document the moment a new contact is created in Act! 365. Eliminate manual document creation and get agreements in front of clients faster.
📋
Capture every submitted contact detail accurately
Map all available contact fields from Act! 365 directly into your SignRequest document templates. Ensure names, emails, and company details populate without transcription errors.
🔔
Notify your team the moment a document is viewed
Receive instant Slack alerts when a signee views your document in SignRequest. Keep your sales team informed on client engagement without checking your dashboard.
🔀
Route workflows based on agreement status
Take different actions depending on whether a SignRequest document is signed or declined. Automatically update your CRM contacts and alert the relevant account owner.
🔄
Keep contact records updated as agreements change
Synchronize status updates between SignRequest and Act! 365 automatically. Ensure your contact history reflects whether documents are pending, signed, or declined.
🔍
Prevent duplicate records across your workflow
Check existing records before creating new contacts or sending requests. Maintain a clean Act! 365 database without redundant entries from repeated document interactions.
📊
Track completion milestones in real time
Log timestamps and signature outcomes as soon as documents are finalized in SignRequest. Keep your contact history accurate for reporting and follow-up tasks.
🔌
Extend your signing flow to team messaging apps
Connect Act! 365 and SignRequest with Slack to broadcast document completion events directly to your internal channels. Keep your whole department updated instantly.
And much more...
Who is Act! 365 + SignRequest integration for?
Connecting Act! 365 to SignRequest eliminates manual data entry between your CRM and agreements, keeping contact pipelines updated and document workflows moving without delay.
Sales Operations Managers
Account Executives
Client Success Leads
Business Development Teams
Legal Administrators
Operations Directors
📈
Sales Operations Managers
You track agreement conversion rates and contact metrics, but your CRM pipeline reports always lag behind signed contracts because records must be exported by hand — this integration means every completed signature updates your Act! 365 records instantly and your pipeline numbers stay current.
⚡
Account Executives
You need to dispatch contracts immediately after introductory calls, but switching between Act! 365 and SignRequest slows down your proposal turnaround — with this integration, every new contact in your CRM triggers an outbound sign request automatically.
🤝
Client Success Leads
You answer to stakeholders who demand visibility into onboarding milestones, but tracking signed paperwork across separate tools creates blind spots — this integration means contract completions sync directly to your contact records so progress is always transparent.
🔄
Business Development Teams
The volume of prospective clients entering your pipeline is too high for anyone to manually copy contact details into agreement templates — with this integration, every new submission flows straight into SignRequest without manual data transfer.
📋
Legal Administrators
You own the contract execution stage and depend on sales reps to hand over accurate contact data before drafting agreements — this integration means contact details captured in Act! 365 populate your document templates without manual re-typing.
🗂️
Operations Directors
You need a reliable history of customer interactions and signed documents, but manual logging often leaves gaps between your CRM and filing systems — with this integration, every signed agreement and contact record matches up perfectly.
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 Act! 365 + SignRequest
Build and manage your Act! 365 + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Act! 365 + 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
3
Automation is ready
Connect Act! 365 + SignRequest Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Act! 365 + SignRequest Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Act! 365 to SignRequest?
You can connect Act! 365 to SignRequest instantly using 1-click workflows on Integrately. Choose a ready template connecting Act! 365, SignRequest, and tools like Google Calendar, Stripe, HubSpot, Mailchimp, Google Sheets, or Slack, or ask Integrately AI to build the automation for you.
Can I automatically send a sign request when a new contact is created in Act! 365?
Can I connect Act! 365, SignRequest, and Google Sheets?
What is a good Zapier alternative for Act! 365 and SignRequest?
How are new contacts handled between Act! 365 and SignRequest?
Can I track document signatures and update Act! 365 contacts?
Do I need coding skills to automate Act! 365 and SignRequest?
Is the Act! 365 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?
You Can Also Connect Act! 365 or SignRequest With 1500+ Other Apps
Popular Act! 365 Integrations
Connect Act! 365 with CRMs, email marketing tools, and customer support platforms to manage and follow up on your contacts.
See All
Act! 365 Integrations
Act! 365 Integrations
No popular apps found
Popular SignRequest Integrations
Sync SignRequest with document storage, billing, and productivity tools to keep contract workflows moving across your stack.
See All
SignRequest Integrations
SignRequest Integrations
No popular apps found
