How to automatically update a company's record in HubSpot every time an envelope is signed in Signeasy is an automation tool that lets you automate actions across HubSpot, Signeasy, and many other apps. In this guide, we'll show you how to use to automatically run the HubSpotUpdate company” action for each SigneasyEnvelope signed” event.
Signeasy logoSigneasy > HubSpot
Last triggered
Signeasy logoEnvelope signed
HubSpot logoUpdate company

Set the Signeasy trigger as “Envelope signed”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Signeasy trigger to initiate your playbook's actions every time an envelope is signed. Click "Add trigger" in your playbook and choose "Envelope signed" from the dropdown menu under Signeasy. This will allow your playbook to automatically identify newly signed envelopes and trigger necessary actions.

If you still need to connect your Signeasy account to yet, a prompt will guide you through the process.


Add the "Get company" and "Update company" step in HubSpot

Integrate the HubSpot automation into your playbook to ensure the prompt update of a company's information in HubSpot every time an envelope is signed in Signeasy.

Click the "Add step" button, then locate the "Get company" and "Update company" automation for HubSpot and input the mandatory and relevant details.

If your HubSpot account still needs to be connected to, you will be prompted to complete that connection. Make sure to allow the necessary permissions for to sync with your HubSpot account.


Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically update a company's record in HubSpot every time an envelope is signed in Signeasy without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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