Plumsail Documents + eSignatures.io Integrations
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Process NameRequired
Try ItContract Sent to a Signer
Triggers when a contract is sent to a signer.
Try ItContract Signed by a Signer
Triggers when a contract is signed by a signer.
Try ItMobile Number Update Request by Signer
Triggers when a signer requests a mobile number update.
Try It
Process NameRequired
Contract Signed by All
Triggers when a contract is signed by all signers.
Try ItDelivery Failed
Triggers when a new error is thrown, e.g. when an email can't be delivered.
Try ItTemplateRequired
Test Mode
Select "Yes" to send a test contract.
Signer NameRequired
Signer Email
Signer Mobile
Signer Company Name
Signer Redirect URL
URL signer will be redirected to after successfully signing. Must start with
https://
Signer Position
A number that defines the order of signers. When the same number is used for two or more signers they will receive the signature request at the same time. (the first signer's number is 1)
Auto Sign
Select "Yes" to have the signer's signature automatically added to the contract.
Signer Name [2]
Signer Email [2]
Signer Mobile [2]
Signer Company Name [2]
Signer Redirect URL [2]
URL signer will be redirected to after successfully signing. Must start with
https://
Signer Position [2]
A number that defines the order of signers. When the same number is used for two or more signers they will receive the signature request at the same time. (the first signer's number is 1)
Auto Sign [2]
Select "Yes" to have the second signer's signature automatically added to the contract.
Signer Name [3]
Signer Email [3]
Signer Mobile [3]
Signer Company Name [3]
Signer Redirect URL [3]
URL signer will be redirected to after successfully signing. Must start with
https://
Signer Position [3]
A number that defines the order of signers. When the same number is used for two or more signers they will receive the signature request at the same time. (the first signer's number is 1)
Auto Sign [3]
Select "Yes" to have the third signer's signature automatically added to the contract.
Signer Name [4]
Signer Email [4]
Signer Mobile [4]
Signer Company Name [4]
Signer Redirect URL [4]
URL signer will be redirected to after successfully signing. Must start with
https://
Signer Position [4]
A number that defines the order of signers. When the same number is used for two or more signers they will receive the signature request at the same time. (the first signer's number is 1)
Auto Sign [4]
Select "Yes" to have the fourth signer's signature automatically added to the contract.
Signer Name [5]
Signer Email [5]
Signer Mobile [5]
Signer Company Name [5]
Signer Redirect URL [5]
URL signer will be redirected to after successfully signing. Must start with
https://
Signer Position [5]
A number that defines the order of signers. When the same number is used for two or more signers they will receive the signature request at the same time. (the first signer's number is 1)
Auto Sign [5]
Select "Yes" to have the second signer's signature automatically added to the contract.
Placeholder Fields
Use the Placeholder Fields to populate custom content in the contracts - such as amounts, addresses, dates.
You can set up Placeholder Fields by clicking the {{Placeholder}} button in the eSignatures.io template editor. Once set up, you can provide the custom content for each api key when sending the contract. Note: when setting up the Zap don't include the {{ }} brackets around the Placeholder field names.
Assigned User
The email address of your user in eSignatures.io who should be assigned to the contract and who should receive email notifications.
Contract Title
The unique title for the contracts that appears in the documents, emails, dashboard pages.
Language
Locale/language of the signers.
Metadata
Your custom information to be returned in every trigger/webhook. Eg: It can store your own Record ID or the Record ID from an other app.
Sender Company Name
The company name to be used in emails and documents for the given contract.
Signer Field Default Values
Use the Signer Fields to pre-populate the input fields for the signers.
First set up an Input Field by clicking the "Text input", "Dropdown" or "Checkbox" button in the eSignatures.io template editor and specify the "Signer field ID" in the panel at the right hand side. Once set up, you can pre-populate the field when sending the contract. (Checkboxes can be ticked by providing the value of '1').
[DEPRECATED] Custom Fields
Use the Custom Fields to populate custom content in the contracts - such as amounts, addresses, dates.
You can set up Custom Fields by clicking the {{Custom field}} button in the eSignatures.io template editor. Once set up, you can provide the custom content for each api key when sending the contract.
[DEPRECATED] Email Subject - Signature request
{DEPRECATED} You can set up these messages for each template in eSignatures.io The subject line of the signature request email that will be sent to the signers.
[DEPRECATED] Email Body - Signature request
{DEPRECATED} You can set up these messages for each template in eSignatures.io The body of the signature request email that will be sent to the signers.
[DEPRECATED] Email Subject - Final signed document
{DEPRECATED} You can set up these messages for each template in eSignatures.io The subject line of the finalized contract email that will be sent to the signers after signing the contract.
[DEPRECATED] Email Body - Final signed document
{DEPRECATED} You can set up these messages for each template in eSignatures.io The body of the finalized contract email that will be sent to the signers after signing the contract.
[DEPRECATED] API Fields
Use the API Fields to populate custom content in the contracts - such as amounts, addresses, dates.
You can set up Custom Fields by clicking the {{Custom field}} button in the eSignatures.io template editor. Once set up, you can provide the custom content for each api key when sending the contract.
How to connect Plumsail Documents + eSignatures.io
- Step 1: Authenticate Plumsail Documents and eSignatures.io.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.
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