DataScope Forms + SignerX.com

Send SignerX requests for new PDFs in DataScope Forms

This workflow streamlines your document management by automatically initiating a SignerX request whenever a new PDF is added in DataScope Forms. Say goodbye to manual document transfer; this automation ensures your documents are promptly ready for signing in the SignerX app, boosting your efficiency and accelerating your workflow.

When this happens...
Forms: New PDF
Triggers when a new PDF is generated (by email backup or autonotify). Only one active Zap per form.
TriggerInstant
automatically do this!
Send Template for Signatures
Send an existing template to a new recipient to fill out and sign.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- Form
Trigger
Instant
Try It
Tickets: New Ticket (FKA Issue)
Triggers when a ticket is created. Only one active Zap per account.
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It

- Form Status
- Form Name
- Form Code
Action
Write
- Form NameRequired
- From CodeRequired
- Question NameRequired
- Question ValueRequired
Action
Write

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 TitleRequired
- PDF File URLRequired
Action
Write

Tickets: Changed Status (FKA Issue)
Triggers when a ticket changes its status. Only one active Zap per account.
Trigger
Instant
Try It
- FormRequired
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Form
Trigger
Instant
Try It
- Form NameRequired
- User EmailRequired
- Location Name
- Location Address
- Task Instructions
- Task Date
- Assign ID
- Hours to Perform Task
- Location Phone
- Location Code
- Location Email to Notify
- Company Name
- Company Legal ID
- Latitude
- Longitude
- Make this task mandatory (All users must answer to the task)
- Allow the task to be answered after the due date has been reached
Action
Write
- Ticket Type
- Author email
- Ticket NameRequired
- Ticket DescriptionRequired
- Ticket Expiration Date
- Ticket Status
- Ticket Priority
- Assignees
- Invitees
- Ticket Location ID
- Ticket Location Name
Action
Write
- Data TemplateRequired
- Emails to notify
Action
Write
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 TemplateRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write
- TemplateRequired
- First NameRequired
- Last NameRequired
- EmailRequired
Action
Write

About DataScope Forms

DataScope Forms is a mobile solution to automate your operation. Collect data offline, manage field teams and share business insights.

Learn more

Related categories

Forms & Surveys

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

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!

Related categories

Documents

DataScope Forms + SignerX.com

Send SignerX requests for new PDFs in DataScope Forms

Supported triggers and actions

Forms: Status Changed

Tickets: New Ticket (FKA Issue)

Forms: New Form Entry

Signatures: New Rejected Signature

Signatures: Updated Signature

Change Form Status

Modify Form Answer

Package Created

Package Sent

Recipient Signed

Find a Template

Upload a Package

Tickets: Changed Status (FKA Issue)

Tasks: New Assigned Task

Forms: New PDF

Signatures: New Completed Signature

Assign Task

Tickets: Create Ticket (FKA Issue)

Forms: Send Data / New Answer [Beta]

Template Published

Package Complete

Pre-Fill a Template and Send for Signatures

Send Template for Signatures

About DataScope Forms

Related categories

Similar apps

Zapier Interfaces

About SignerX.com

Related categories