EasyCSV + SignRequest

"import new EasyCSV rows and send SignRequests from templates"

This workflow initiates when new data is imported into a spreadsheet row in EasyCSV and culminates in the dispatch of a SignRequest from a template. This seamless process helps you transform new spreadsheet rows into digital signature requests in an efficient manner. It not only saves time but also reduces manual data entry, ensuring your most critical documents are sent off for signatures right when the data is ready.

When this happens...
New Spreadsheet Row ImportTriggered for every row/record in a spreadsheet being imported.
TriggerInstant
automatically do this!
Send SignRequest From TemplateCreates and sends a new SignRequest from a SignRequest Template.
ActionWrite

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More things you can do with EasyCSV and SignRequest

Discover other triggers and actions you can use with EasyCSV and SignRequest

New CSV File Generated via Import
Triggers when a new CSV File is generated after new data has been imported.
Trigger
Instant
Try It
- CSV File: Header and Data Rows (Separate values for each row with commas - click here or read below for setup help)
  Required
- CSV Filename (optional)
Action
Write
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
- Template
  Required
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer Email
  Required
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write

New Spreadsheet Row Import
Triggered for every row/record in a spreadsheet being imported.
Trigger
Instant
Try It
- CSV File
  Required
- File Includes Headers?
  Required
Action
Write
- Team
Trigger
Instant
Try It
- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer Email
  Required
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

About EasyCSV

EasyCSV enables your users or team members to import CSV files and Google Sheets into your app or any public api.

Learn moreLearn moreHelpHelp

Related categories

Spreadsheets

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

Learn moreLearn moreHelpHelp

Related categories

Signatures