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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Form" from AITable.ai.

Add your action

An action happens after the trigger—such as "Create a PDF Document Signature Request for a Single Signer" in Legalesign.

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Zapier seamlessly connects AITable.ai and Legalesign, automating your workflow.

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your AITable.ai to Legalesign integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

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Connect AITable.ai and Legalesign to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Integration categories

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

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Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

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Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

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Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

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Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

triggers, actions, or triggers and actions

New Form
Triggers when a form is submitted and received, the zap will start running.
Trigger
Instant
Try It
Create a Record
Create a new record.
Action
Write
- Record IDs
- Field IDs Or Field Names
- MaxRecords
- PageNum
- PageSize
- FilterByFormula
- CellFormat
- FieldKey
Action
Search
- Group
Trigger
Instant
Try It
- Group
- Document Name
  Required
- Template ID
  Required
- Send an email
- Has Sender fields
- Firstname
  Required
- Lastname
  Required
- Email
  Required
Action
Write
- Signed Document ID
  Required
- Signer ID
Action
Search

New Record
Triggers when a new record is created in the datasheet, the zap will start running.
Trigger
Instant
Try It
Update a Record
Update a record.
Action
Write
- Group
Trigger
Instant
Try It
- Group
Trigger
Instant
Try It
- Signed Document ID
  Required
Action
Write
- Template ID
  Required
Action
Search

Learn how to automate AITable.ai on the Zapier blog

About AITable.ai

AITable.ai is your own spreadsheet-style database for superior project management and CRM.

Related categories

About Legalesign

Legalesign is electronic signature software where you can receive updates of contract signing events linked to your CRM database and upload or download signed documents between Legalesign and your favourite software.

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