LaunchBay + SignWell

Create new projects in LaunchBay when documents get completed in SignWell

Streamline your business processes with this dynamic workflow. As soon as a document is finalised in SignWell, it initiates the creation of a new project in LaunchBay. This seamless process saves you time, reduces errors and enhances efficiency. Experience a smooth transition between apps, boosting organizational productivity.

When this happens...
Document CompletedTriggers when a document has been completed.
TriggerInstant
automatically do this!
Create ProjectCreates a new project in LaunchBay (optionally using a defined template).
ActionWrite

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More things you can do with SignWell and LaunchBay

Discover other triggers and actions you can use with SignWell and LaunchBay

- Template
- Response Format
Trigger
Instant
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- Template
- Response Format
Trigger
Instant
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Client Chat Message
Triggers when a client adds a message in a project's chat
Trigger
Instant
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File Uploaded
Triggers when a file is uploaded to a project.
Trigger
Instant
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Tag Added
Triggers when a tag is added to a project.
Trigger
Instant
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Ticket Message
Triggers when someone adds a message to a helpdesk ticket
Trigger
Instant
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- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Event ID
- Meeting Transcript or Summary
  Required
- Generate a summary of this meeting using AI
  Required
Action
Write

- Project Name
- Or: Project Owner Email
- Client Email (single)
- Client Name (single)
- Client Emails (multiple)
- Client Names (multiple)
- Immediately assign tasks to client(s)?
- Tags
- Custom field values
Action
Write
- Project Name
  Required
- Task Title
  Required
- Task Description
- Client Email
- Client Name
- Status
  Required
Action
Write
- Meeting Title
  Required
- Meeting Attendee Email Addresses (Used to look up the project for this meeting)
- Project ID
- Scheduled At
  Required
- Duration (minutes)
- Call-in Info
- Event ID
Action
Write

- Template
- Response Format
Trigger
Instant
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- Document Template
  Required
- Test Mode
- From
- CC Completed Document
- Subject
- Message
- Response Format
Action
Write
Client Added or Updated
Triggers when a client in your client directory is added or updated.
Trigger
Instant
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- Form
  Required
Trigger
Instant
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Task Status Change
Triggers when the status of a client task changes.
Trigger
Instant
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Helpdesk Ticket Submission
Triggers when a client submits a helpdesk ticket
Trigger
Instant
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- Project ID
  Required
- Subject
  Required
- Body
Action
Write
- Project Name
  Required
- Task Title
  Required
- Stage Name
- Task Description
- Client Email
- Client Name
- Files
- Filenames
- Files need approval?
- Active?
  Required
- Assign all clients to task?
- Due Date
- Enable reminder emails?
- Internal Task?
Action
Write
- Field to search against
  Required
- Search
  Required
- Exact Match
  Required
Action
Write

About LaunchBay

LaunchBay is a client onboarding automation platform for B2B software & marketing companies. Onboard faster, scale smarter.

Learn moreLearn moreHelpHelp

Related categories

Project Management

About SignWell

SignWell is a secure electronic signature platform for an intuitive, faster, and affordable legally binding online and API embeddable document workflow signing.

Learn moreLearn moreHelpHelp

Related categories

Signatures