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Airtable + SignRequest

Create SignRequests from templates when new Airtable records are added

Save time and streamline your document signing process by automating the sending of SignRequest templates whenever new records are added in Airtable. This workflow simplifies the task by automatically sending a SignRequest from a template based on the information in the new Airtable record. Keep your team efficient and ensure an organized signing process for all your important documents.

Save time and streamline your document signing process by automating the sending of SignRequest templates whenever new records are added in Airtable. This workflow simplifies the task by automatically sending a SignRequest from a template based on the information in the new Airtable record. Keep your team efficient and ensure an organized signing process for all your important documents.

  1. When this happens...
    AirtableAirtable
    New Record

    Triggers when a new record is created or new or existing records when first added to a selected view.

    TriggerPolling
  2. automatically do this!
    SignRequestSignRequest
    Send SignRequest From Template

    Creates and sends a new SignRequest from a SignRequest Template.

    ActionWrite
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Supported triggers and actions

    • BaseRequired

    • TableRequired

    • Limit to View

    • Include attachment content

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • Help Text

    • Primary lookup fieldRequired

    • Secondary lookup field

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • Cache Copy

    • BaseRequired

    • TableRequired

    Action
    Write
    • BaseRequired

    • TableRequired

    • RecordRequired

    Action
    Write
    • Stop on errorRequired

    • HTTP MethodRequired

    • URLRequired

    • Query string parameters

    • Additional request headers

    • Body

    Action
    Write
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airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.

Related categories

signrequest logo
signrequest logo

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

Related categories

Triggers & Actions