Pipefy + SignRequest Integration
Integrate Pipefy to SignRequest in one click, or tell Integrately AI how you want each document handled. Send signature requests, track document status, update your project cards, and notify your team automatically.
Free forever.Use premium features free for 14 days.1.
Card is created in Pipefy Instant- Card is moved in Pipefy Instant
- Card field is updated in Pipefy Instant
- Card is completed in Pipefy Instant
- Card gets late in Pipefy Instant
- Card is expired in Pipefy Instant
- Card becomes overdue in Pipefy Instant
Document is signed in SignRequest Instant- Signee viewed the document in SignRequest Instant
- Document is declined in SignRequest Instant
2.
- Update card field in Pipefy
- Create card in Pipefy
- Search card in Pipefy
- Send sign request from template in SignRequest
- Send SignRequest in SignRequest
Trusted by experts at...
Ready Workflows for Pipefy + SignRequest Integration
Send signature requests, track signed documents, update card fields, and notify your 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 Pipefy + SignRequest flow
Keep your CRM updated, notify your team in chat, and store completed files securely in cloud storage. Pick a combination and activate it in one click.
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Salesforce (4)
Salesforce (4) +
Slack (4)
Slack (4) +
Google Drive (4)
Google Drive (4) +
HubSpot (4)
HubSpot (4) +
Google Sheets (4)
Google Sheets (4) +
Gmail (4)
Gmail (4) P
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When a card is created in Pipefy, send a SignRequest, and create a contact in Salesforce
New Pipefy cards instantly trigger a SignRequest and log a contact in Salesforce, eliminating manual data entry.
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When a document is signed in SignRequest, update the Pipefy card and update the Salesforce record
Signed documents automatically update your Pipefy workflow and sync the latest status back to Salesforce.
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When a card is moved in Pipefy, send a sign request from template and update Salesforce
Moving a Pipefy card triggers a template-based SignRequest and updates Salesforce automatically.
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When a document is declined in SignRequest, update the Pipefy card and alert Salesforce
Declined documents update your Pipefy stage and flag the account in Salesforce for review.
Supported triggers and actions for Pipefy and SignRequest
Mix and match to build the exact automation you need
Pipefy Triggers & Actions
Instant
Card is moved in Pipefy
Triggers the automation when a card is moved in the workflow
Try it → Instant
Card field is updated in Pipefy
Triggers the automation when a card field is updated
Try it → Instant
Card is completed in Pipefy
Triggers the automation when a card is marked as completed
Try it → Instant
Card becomes overdue in Pipefy
Triggers the automation when a card is past its due date
Try it → What can you automate with Pipefy + SignRequest?
Streamline your document workflows from initial card creation to final signature completion.
🚀
Trigger signature requests from new cards
Automatically send a SignRequest the moment a new card is created in Pipefy. Eliminate manual handoffs and start document collection right away.
📝
Capture every submitted document detail
Map all available form answers and custom fields directly into your signature requests. Ensure complete data accuracy across every document.
🔔
Notify your team instantly on events
Alert the right department as soon as documents are viewed, signed, or declined. Keep internal stakeholders informed without manual check-ins.
🔀
Route workflows based on submitted fields
Send different template requests depending on the specific options selected in your Pipefy card. Tailor your agreements to each client.
🔄
Keep project destinations up to date
Automatically update card fields and stages in Pipefy whenever document statuses change in SignRequest. Keep your operational dashboard current.
🔍
Search and update instead of duplicates
Locate existing records before creating new entries across your connected apps. Maintain clean databases and organized workflows.
✍️
Handle later signature status changes
Automatically process completed or declined agreements to trigger follow-up actions. Manage your contract lifecycle efficiently.
🌐
Extend your workflow to chat apps
Connect your core signing process to Slack and notify channels the moment agreements are finalized. Broaden your team's visibility.
And much more...
Who is Pipefy + SignRequest integration for?
Operations teams, project managers, and legal administrators benefit from automated agreement tracking and seamless workflow handoffs.
Operations Managers
Sales Representatives
Account Managers
HR Coordinators
Project Managers
Legal Operations Specialists
📈
Operations Managers
You rely on project dashboards to report on status, but manual document tracking leaves your metrics outdated — with this integration, every signed agreement updates your Pipefy cards instantly and your reporting stays accurate.
⚡
Sales Representatives
You need to close deals fast, but waiting to manually trigger signature requests slows down your pipeline — with this integration, new Pipefy cards dispatch SignRequests automatically and accelerate your sales cycles.
🤝
Account Managers
You answer to clients who expect immediate onboarding progress, but disjointed tools delay your updates — with this integration, signed documents reflect in your workflow at once and keep external stakeholders informed.
📊
HR Coordinators
The volume of onboarding paperwork is too high for anyone to keep up by hand, leading to missed steps — with this integration, every candidate submission triggers document workflows and ensures flawless execution.
📋
Project Managers
You depend on upstream teams to hand over signed contracts before you can start tasks, but communication gaps stall projects — with this integration, completed signatures update your Pipefy boards instantly so work begins without delay.
🗂️
Legal Operations Specialists
You need a reliable audit history for every contract, but manual record-keeping leaves dangerous gaps — with this integration, every document event is captured across your workflow and storage systems 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 Pipefy + SignRequest
Build and manage your Pipefy + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Pipefy + 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 Pipefy + SignRequest Now 
In Just 1 Click!
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Frequently Asked Questions
How do I connect Pipefy to SignRequest?
You can connect Pipefy to SignRequest in 1-click using ready-made templates on Integrately. Link your accounts, select your preferred workflow, and let Integrately AI configure the steps or build a custom flow with tools like Slack, HubSpot, and Google Sheets.
Can I automatically send a SignRequest when a new Pipefy card is created?
Can I connect Pipefy, SignRequest, and Salesforce?
What is a good Zapier alternative for Pipefy and SignRequest?
How does Pipefy handle card updates during signature requests?
Can SignRequest trigger actions when a document is signed?
Do I need coding skills to automate Pipefy and SignRequest?
Is the Pipefy 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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