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.
- When this happens...New Record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
- automatically do this!Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
- Free forever for core features
- 14 day trial for premium features & apps
BaseRequired
TableRequired
Limit to View
Include file contents?
Try ItBaseRequired
TableRequired
BaseRequired
TableRequired
Lookup FieldRequired
Secondary Lookup Field
Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
BaseRequired
TableRequired
Help Text
Which timestamp field should this Zap use to check for updates?Required
Limit to View
Include file contents?
Try ItCache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
RecordRequired
BaseRequired
TableRequired
Search by Field
Search Value
Search for Exact Match?
Search Formula
Limit to View
Include file contents?