The form for which the document is to be generated.

The Id of the entry for which the document is generated.

The number of the document template to be used.

You must have at least one "Last Modified Time" type column in your Table in order to use this Trigger. Learn more about those here.

When this column changes to a new timestamp, your Zap will trigger on the corresponding record. Note: Must be a Last Modified Time column type.

Filter on updates to a specific View in your Table.

Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.

Base to search for a record.

Pick an Airtable table that you want to search.

Pick a field from the base to match against the search value.

The value of unique identifier for the record.

(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.

Limit the search to a specific view. Useful for sorting results.

Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.

Base in which to create the record.

Pick an Airtable table that you want to search.

Pick a field from the base to match against the search value.

The value of unique identifier for the record.

(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.

Limit the search to a specific view. Useful for sorting results.

Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.

Select your Team or leave empty to use your Personal account.

Select your Team or leave empty to use your Personal account.

Optionally use a Team account when sending the SignRequest or leave empty to use your Personal account.

The templates you can select depend on whether or not you've selected a Team.

Note: If you get the error 'Invalid hyperlink - Object does not exist.' this means that you've changed your Team / Personal account after selecting a template. Please make sure the selected template is available for your current Team..

By default the Sender is the email address of the connected SignRequest account. When using a Team this may also be one of email addresses of Team members.

By default only the signer(s) you add need to sign. If the Sender also needs to sign, choose 'Me & Others'.

By default we use the filename as the name of a SignRequest.

Generally you'll want to leave this empty as SignRequest generates one automatically.

A custom message to show in the SignRequest email. If left empty SignRequest will generate one for you.

Automatically remind signer(s) when the document hasn't been signed.

Your ID as a reference. Can be anything.

The email address of the signer. When multiple emails are added these signers will all have the same configuration and receive a SignRequest. When different configurations are required for separate signers please use the 'Advanced Signers Configuration' field.

Set to 'no' if this signer only needs to receive a copy of the signed document.

Set to 'yes' if this Signer only needs to approve this document ('approve' button instead of signature).

By default all signers receive the SignRequest at the same time. If you want a signer to receive the SignRequest after another signer has signed increase the order level for that signer. E.g. if you have one signer with order 0 and two with order 1, the two with order 1 will get the SignRequest simultaneously when the signer with order 0 has signed (or approved). Generally useful when a document must first be approved internally before it goes to a customer.

Sets the language of the SignRequest emails. While signing the browser of the signer determines the language of the interface.

To force the SignRequest browser interface to use the Signer Language set this to 'yes'. By default the browser language settings are used.

To enable Text Message Verification provide a mobile phone number including the country code.

For advanced users only. This field can be used to used when multiple signers or complex setups are required. This overrides all other signers related configuration fields. The value must be a valid JSON structure (array). Please note that there should be no , after the last Object {...} in the list.

For example to have the first signer to only approve a document and send the second SignRequest to the second signer only after the first signer has approved:

[
{"email": "first_signer@example.com", "needs_to_sign": true, "approve_only": true, "order": 0},
{"email": "second_signer@example.com", "needs_to_sign": true, "order": 1}
]

To just have 2 signers: sign a document at the same time:

[
{"email": "first_signer@example.com"},
{"email": "second_signer@example.com"}
]

Please also refer to our API documentation for all possible configuration options for the signer object: https://signrequest.com/api/v1/docs/. You can also l...

For advanced users only. This field can be used to prefill (template) tags in a document. The value must be a valid JSON list structure (array). Please note that there should be no , after the last Object {...} in the list.

Example:

[
{"external_id": "customer_name", "text": "John Smith"},
{"external_id": "customer_birth_date", "date_value": "1984-12-31"},
{"external_id": "customer_city", "text": "New York"},
{"external_id": "checkbox_1", "checkbox_value": "true"},
{"external_id": "checkbox_2", "checkbox_value": "false"}
]

The "external_id" is the External ID set when creating a template tag. The "date_value" field must be in ISO format ([YYYY]-[MM]-[DD]). The "checkbox_value" can only be "true" or "false". The "text" field may have any value.

Please also refer to the api documentation and our help section on the topic.

*Please note that wh...

(Optional) Limit to records added to a specific View, and return records in the View order.

Returns an extra File field with file contents. Set this field to Yes if you have trouble with Airtable file URLs expiring. File contents greater than 100MB will cause an error.

Base in which to create the record.

Base to search for a record.

Pick an Airtable table that you want to search.

Pick a field from the base to match against the search value.

The value of unique identifier for the record.

(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.

You can optionally limit the search to a specific view id.

Base in which to create the record.

Pick an Airtable table that you want to search.

Pick a field from the base to match against the search value.

The value of unique identifier for the record.

(ADVANCED) Alternatively, you can use an Airtable search formula to find records based on advanced conditions and any number of fields. Learn more.

You can optionally limit the search to a specific view id.

Select your Team or leave empty to use your Personal account.

Optionally use a Team account when sending the SignRequest or leave empty to use your Personal account.

You have 2 options to create a SignRequest:

1. Upload a File: Use a trigger that provides a File Object.
2. Provide an URL: SignRequest will download the document from that location.

Option 1: Upload a File

PDF's are preferred. If you do not provide a File here you need to provide a url in 'File From Url' where SignRequest can download the file. Generally you'll want to use this if your trigger provides a File Object.

Option 2: Provide an URL

When not using 'File' provide a url here where SignRequest can download the file. If the download location returns a content type of text/plain or text/html SignRequest will do its best to make a pdf out of it. This can be used if you want to dynamically create pdf documents from web pages without making a pdf yourself.

By default the Sender is the email address of the connected SignRequest account. When using a Team this may also be one of email addresses of Team members.

By default only the signer(s) you add need to sign. If the Sender also needs to sign, choose 'Me & Others'.

By default we use the filename as the name of a SignRequest.

Generally you'll want to leave this empty as SignRequest generates one automatically.

A custom message to show in the SignRequest email. If left empty SignRequest will generate one for you.

Automatically remind signer(s) when the document hasn't been signed.

Your ID as a reference. Can be anything.

The email address of the signer. When multiple emails are added these signers will all have the same configuration and receive a SignRequest. When different configurations are required for separate signers please use the 'Advanced Signers Configuration' field.

Set to 'no' if this signer only needs to receive a copy of the signed document.

Set to 'yes' if this Signer only needs to approve this document ('approve' button instead of signature).

By default all signers receive the SignRequest at the same time. If you want a signer to receive the SignRequest after another signer has signed increase the order level for that signer. E.g. if you have one signer with order 0 and two with order 1, the two with order 1 will get the SignRequest simultaneously when the signer with order 0 has signed (or approved). Generally useful when a document must first be approved internally before it goes to a customer.

Sets the language of the SignRequest emails. While signing the browser of the signer determines the language of the interface.

To force the SignRequest browser interface to use the Signer Language set this to 'yes'. By default the browser language settings are used.

To enable Text Message Verification provide a mobile phone number including the country code.

For advanced users only. This field can be used to used when multiple signers or complex setups are required. This overrides all other signers related configuration fields. The value must be a valid JSON structure (array). Please note that there should be no , after the last Object {...} in the list.

For example to have the first signer to only approve a document and send the second SignRequest to the second signer only after the first signer has approved:

[
{"email": "first_signer@example.com", "needs_to_sign": true, "approve_only": true, "order": 0},
{"email": "second_signer@example.com", "needs_to_sign": true, "order": 1}
]

To just have 2 signers: sign a document at the same time:

[
{"email": "first_signer@example.com"},
{"email": "second_signer@example.com"}
]

Please also refer to our API documentation for all possible configuration options for the signer object: https://signrequest.com/api/v1/docs/. You can also l...

For advanced users only. This field can be used to prefill (template) tags in a document. The value must be a valid JSON list structure (array). Please note that there should be no , after the last Object {...} in the list.

Example:

[
{"external_id": "customer_name", "text": "John Smith"},
{"external_id": "customer_birth_date", "date_value": "1984-12-31"},
{"external_id": "customer_city", "text": "New York"},
{"external_id": "checkbox_1", "checkbox_value": "true"},
{"external_id": "checkbox_2", "checkbox_value": "false"}
]

The "external_id" is the External ID set when creating a template tag. The "date_value" field must be in ISO format ([YYYY]-[MM]-[DD]). The "checkbox_value" can only be "true" or "false". The "text" field may have any value.

Please also refer to the api documentation and our help section on the topic.

*Please note that wh...

API docs for SignRequest are located here https://signrequest.com/api/v1/docs/

Requests can only be made to domains associated by this application.

These params will be URL-encoded and appended to the URL when making the request.

Authentication headers are included automatically

Zapier will apply these optional headers and values to the request in addition to any headers created as part of the authentication mechanism.

Zapier will pass this along raw. If you would like to provide complex JSON, try a "Code by Zapier" step to build the structure and pass it along here. For example, {"foo": "bar"} is perfectly valid.