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Automatically send contracts from Agile CRM for signature in Signnow when deals reach specific stages, using Latenode’s visual editor to customize workflows and scale automations affordably with usage-based pricing.
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Create a New Scenario to Connect Agile CRM and Signnow
In the workspace, click the “Create New Scenario” button.
Add the First Step
Add the first node – a trigger that will initiate the scenario when it receives the required event. Triggers can be scheduled, called by a Agile CRM, triggered by another scenario, or executed manually (for testing purposes). In most cases, Agile CRM or Signnow will be your first step. To do this, click "Choose an app," find Agile CRM or Signnow, and select the appropriate trigger to start the scenario.
Add the Agile CRM Node
Select the Agile CRM node from the app selection panel on the right.
Agile CRM
Configure the Agile CRM
Click on the Agile CRM node to configure it. You can modify the Agile CRM URL and choose between DEV and PROD versions. You can also copy it for use in further automations.
Add the Signnow Node
Next, click the plus (+) icon on the Agile CRM node, select Signnow from the list of available apps, and choose the action you need from the list of nodes within Signnow.
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Signnow
Authenticate Signnow
Now, click the Signnow node and select the connection option. This can be an OAuth2 connection or an API key, which you can obtain in your Signnow settings. Authentication allows you to use Signnow through Latenode.
Configure the Agile CRM and Signnow Nodes
Next, configure the nodes by filling in the required parameters according to your logic. Fields marked with a red asterisk (*) are mandatory.
Set Up the Agile CRM and Signnow Integration
Use various Latenode nodes to transform data and enhance your integration:
JavaScript
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AI Anthropic Claude 3
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Signnow
Trigger on Webhook
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Agile CRM
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Iterator
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Webhook response
Save and Activate the Scenario
After configuring Agile CRM, Signnow, and any additional nodes, don’t forget to save the scenario and click "Deploy." Activating the scenario ensures it will run automatically whenever the trigger node receives input or a condition is met. By default, all newly created scenarios are deactivated.
Test the Scenario
Run the scenario by clicking “Run once” and triggering an event to check if the Agile CRM and Signnow integration works as expected. Depending on your setup, data should flow between Agile CRM and Signnow (or vice versa). Easily troubleshoot the scenario by reviewing the execution history to identify and fix any issues.
Signnow + Slack + Agile CRM: When a document is fully signed in Signnow, a notification is sent to a specific Slack channel, and an event is created in Agile CRM related to the contact.
Signnow + Google Sheets + Agile CRM: When a document is signed in Signnow, the data is recorded in a Google Sheet. The contact's information is then updated in Agile CRM with a note regarding the signed document.
About Agile CRM
Sync Agile CRM data in Latenode to automate sales workflows. Update deals, contacts, or tasks based on triggers from other apps. Enrich CRM data using AI, route leads intelligently, and build custom reports — all within visual Latenode flows. Cut CRM admin overhead and ensure data consistency.
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About Signnow
Automate document signing with Signnow in Latenode. Request signatures automatically when specific events occur in your other apps. Streamline contract workflows and approvals without manual intervention. Latenode provides the flexible logic and integrations Signnow lacks, automating end-to-end processes with AI and custom scripts.
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How can I connect my Agile CRM account to Signnow using Latenode?
To connect your Agile CRM account to Signnow on Latenode, follow these steps:
Can I automatically send contracts upon deal stage change?
Yes, you can! Latenode's visual editor allows you to trigger Signnow contract sends when a deal stage updates in Agile CRM, streamlining your sales process.
What types of tasks can I perform by integrating Agile CRM with Signnow?
Integrating Agile CRM with Signnow allows you to perform various tasks, including:
Can I use JavaScript to transform data between Agile CRM and Signnow?
Yes! Latenode allows you to use JavaScript code blocks to transform data ensuring seamless compatibility between Agile CRM and Signnow fields.
Are there any limitations to the Agile CRM and Signnow integration on Latenode?
While the integration is powerful, there are certain limitations to be aware of: