DataScope Forms + SignerX.com

DataScope Forms + SignerX.com integrations

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 PDFTriggers when a new PDF is generated (by email backup or autonotify). Only one active Zap per 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 DataScope Forms and SignerX.com

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

- Form
Trigger
Instant
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Tickets: New Ticket (FKA Issue)
Triggers when a ticket is created. Only one active Zap per account.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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- Form
Trigger
Instant
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- Form
Trigger
Instant
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- Form Name
  Required
- User Email
  Required
- 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 Name
  Required
- Ticket Description
  Required
- Ticket Expiration Date
- Ticket Status
- Ticket Priority
- Assignees
- Invitees
- Ticket Location ID
- Ticket Location Name
Action
Write

- Data Template
  Required
- Emails to notify
Action
Write
Template Published
Triggers when a template has been published.
Trigger
Polling
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Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Polling
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- 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

Tickets: Changed Status (FKA Issue)
Triggers when a ticket changes its status. Only one active Zap per account.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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- Form
Trigger
Instant
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- Form
Trigger
Instant
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- Form Name
  Required
- User Email
  Required
- 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
- Form Status
- Form Name
- Form Code
Action
Write
- Form Name
  Required
- From Code
  Required
- Question Name
  Required
- Question Value
  Required
Action
Write
Package Created
Triggers when a new package/document has been created.
Trigger
Polling
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Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Polling
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- Package or Template ID
Trigger
Polling
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- Template Name
Action
Write
- Document Title
  Required
- PDF File URL
  Required
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.

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Related categories

Forms & Surveys

Similar apps

Zapier Forms

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!

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Related categories

Documents