Foxit eSign + Shape

Foxit eSign + Shape integrations

Create records in Shape Software for new documents signed in Foxit esign

After someone signs a document in Foxit esign, you’ll want to hear about it or send them a follow-up text or email message. This Zapier integration handles that for you, automatically creating a new record in Shape Software for each new document signed in Foxit esign, then sending a message via Shape Marketing automation.

When this happens...
Document SignedTriggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
TriggerInstant
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Create RecordCreate a new record within the CRM
ActionWrite

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More things you can do with Foxit eSign and Shape

Discover other triggers and actions you can use with Foxit eSign and Shape

Document Cancelled
Triggers when a Party has declined to sign or cancels a Document. Required reason for cancelling and Party who cancelled included in this trigger. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Executed
Triggers when ALL PARTIES have signed the Document. Triggers for a Single Party Document as well. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Signed
Triggers when a Party has signed a Document. In case of a multiparty Documents: You get a separate trigger when each Party Signs the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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- Template
  Required
- Folder Name
- First Name
  Required
- Last Name
  Required
- Email
  Required
- Permission
  Required
- Sequence
  Required
- In Person Administrator Email
- Allow Signer to Correct Name
- Sender Email
- Enable Signing Sequence
- Send Now
- Enable In Person Signing
- Static Recipients
- Static Documents
- Send Success URL
- Send Error URL
- Sign Success URL
- Sign Decline URL
- Sign Later URL
- Sign Error URL
Action
Write
- Record ID
  Required
- First Name
- Last Name
- Phone Number
- Email Address
Action
Write

- Record ID
  Required
Action
Search

Document Deleted
Triggers when a Document has been Deleted from your Account. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Sent
Triggers when a Document has been sent for signature. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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Document Viewed
Triggers whenever a signer has opened and viewed the Document for the first time. You get a separate trigger when each Party Views the Document. Available for our Paid or Trial Business Premium accounts.
Trigger
Instant
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- First Name
  Required
- Last Name
  Required
- Phone Number
  Required
- Email
  Required
Action
Write
- Record ID
  Required
- Status Name
  Required
Action
Write

About Foxit eSign

Foxit eSign is an end-to-end cloud-based esignature solution that is cost-effective, comprehensive, and legally binding with Templates, Bulk Signing, Online Forms, APIs. Foxit eSign also offers convenience of signing from within Foxit Desktop and Cloud PDF.

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Related categories

Signatures

About Shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

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Related categories

CRM (Customer Relationship Management)

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