Cognito Forms + SignerX.com

Cognito Forms + SignerX.com integrations

Create signature requests in SignerX for new Cognito Forms entries

Save time and streamline your document signing process with this workflow, which connects Cognito Forms and SignerX. When a new entry is submitted in Cognito Forms, a signature request is automatically created in SignerX, allowing for quicker document completion and more efficient handling of your forms. Improve your productivity with this seamless automation between applications.

When this happens...
New EntryTriggers when someone fills out your form.
TriggerInstant
automatically do this!
Send Template for SignaturesSend an existing template to a new recipient to fill out and sign.
ActionWrite

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More things you can do with Cognito Forms and SignerX.com

Discover other triggers and actions you can use with Cognito Forms and SignerX.com

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Trigger
Instant
Try It
- Form
  Required
- Id
  Required
Action
Write
- Form
  Required
- Availability Start
- Availability End
- Not Available Message
Action
Write
- Form
  Required
- Entry Id
  Required
- Template Number
  Required
Action
Search

- Form
  Required
- Entry View ID
  Required
- Max Results per Page
- Skip Count
- Return IDs Only
Action
Search
Template Published
Triggers when a template has been published.
Trigger
Polling
Try It

Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Polling
Try It
- Choose a Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write

- Form
  Required
Trigger
Instant
Try It
- Form
  Required
Action
Write
- Id
  Required
- Form
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Form
  Required
- Id
  Required
Action
Search
Package Created
Triggers when a new package/document has been created.
Trigger
Polling
Try It
Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Polling
Try It
- Package or Template ID
Trigger
Polling
Try It
- Template Name
Action
Write
- Document Title
  Required
- PDF File URL
  Required
Action
Write

About Cognito Forms

Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.

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Forms & Surveys

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About SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

HelpHelp

Related categories

Documents