How to connect Formsite + eversign
Zapier lets you send info between Formsite and eversign automatically—no code required.
When this happens...
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- New Form ResultTriggers when a user submits a new form result.Trigger
- Document CompletedTriggers when a new document is completed. Note: This trigger only checks for new documents being completed every 15 minutes.Trigger
- Document SentTriggers when a new document has been sent. Note: This trigger only checks for documents sent every 15 minutes.Trigger
- Create ContactCreates a ContactAction
- Use TemplateSends a document created from a template in your eversign account.Action
- Find and Download DocumentFinds and downloads a document (Needs the document hash from the "Document Completed" Trigger).Action
- Step 1: Authenticate Formsite and eversign.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.