• SignWell logoSignWell logo
  • ProcessKit logoProcessKit logo

SignWell + ProcessKit Integrations

How to connect SignWell + ProcessKit

Zapier lets you send info between SignWell and ProcessKit automatically—no code required.

When this happens...
automatically do this!

Connect your apps and automate workflows

Easy automation for busy people. Zapier moves info between your web apps automatically, so you can focus on your most important work.

By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy
  • SignWell triggers, actions, and search
    Document Completed
    Triggers when a document has been completed.
    Trigger
    Instant
  • SignWell triggers, actions, and search
    Document Sent
    Triggers when a document is sent.
    Trigger
    Instant
  • SignWell triggers, actions, and search
    Document Viewed
    Triggers when a signer view a document for the first time.
    Trigger
    Instant
  • SignWell triggers, actions, and search
    Create Document From Template
    Creates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
    Action
    Write
  • ProcessKit triggers, actions, and search
    Updated Project
    Triggers when a new project is created in ProcessKit.
    Trigger
    Instant
  • ProcessKit triggers, actions, and search
    A Project Is Updated
    Triggers when a project has been updated in ProcessKit.
    Trigger
    Instant
  • ProcessKit triggers, actions, and search
    Completed Tasks
    Triggers when a task in a project has been marked completed.
    Trigger
    Instant
  • ProcessKit triggers, actions, and search
    Complete Task
    Mark a task as complete.
    Action
    Write
  • ProcessKit

    Creates a client in ProcessKit

    Scheduled

    Action

  • ProcessKit

    Create a new, empty task list in a project. Later, you can add tasks to it manually or via another Zapier action.

    Scheduled

    Action

  • ProcessKit

    Creates a project in ProcessKit

    Scheduled

    Action

  • ProcessKit

    Apply a tag to a project in ProcessKit. If the tag doesn't exist yet, this action can create the tag and then apply it.

    Scheduled

    Action

  • ProcessKit

    Create a task in an existing task list in an existing project in ProcessKit.

    Scheduled

    Action

  • ProcessKit

    Assign an existing task to a person in your ProcessKit account

    Scheduled

    Action

  • ProcessKit

    Create a task list in a project. The task list and tasks will be built from a process template in your ProcessKit account.

    Scheduled

    Action

  • ProcessKit

    Mark a task as not completed yet.

    Scheduled

    Action

  • ProcessKit

    Updates a client in ProcessKit

    Scheduled

    Action

  • ProcessKit

    Make updates to an existing project in ProcessKit, including updating project dates and other fields, moving a project to a different board, and associating a client with a project.

    Scheduled

    Action

  • ProcessKit

    Update an existing task's title, content fields, start date, or due date.

    Scheduled

    Action

  • ProcessKit

    Update an existing task field

    Scheduled

    Action

  • ProcessKit

    Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.

    Scheduled

    Action

  • ProcessKit

    Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.

    Scheduled

    Action

  • ProcessKit

    Find a project in ProcessKit by its title

    Scheduled

    Action

  • ProcessKit

    Find a project in ProcessKit by custom field values

    Scheduled

    Action

  • ProcessKit

    Find a task within a project in ProcessKit

    Scheduled

    Action

  • ProcessKit

    Find a task field in a task by its label. Enter the exact label text (case sensitive) for the field you want to find.

    Scheduled

    Action

  • ProcessKit

    Find a Client in ProcessKit that has a name that contains this text. If there are multiple matches, the most recently created Client will be returned.

    Scheduled

    Action

  • ProcessKit

    Find a Client in your ProcessKit account, which has a value in the selected custom client attribute field that contains this text. If there are multiple matches, the Client that was most recently created will be returned.

    Scheduled

    Action

  • ProcessKit

    Find a project in ProcessKit by its title

    Scheduled

    Action

  • ProcessKit

    Find a project in ProcessKit by custom field values

    Scheduled

    Action

  • ProcessKit

    Find a task within a project in ProcessKit

    Scheduled

    Action

How SignWell + ProcessKit Integrations Work

  1. Step 1: Authenticate SignWell and ProcessKit.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
signwell logo
signwell logo

About SignWell

SignWell is an electronic signature tool for legally binding e-signatures and faster document signing.
Learn more

Related categories

processkit logo
processkit logo

About ProcessKit

ProcessKit gives your team its operating procedures, systems, and automation workflows to make repeatable projects more predictable and scalable.

Related categories

Get started for free

You can't add more hours to the day. Zapier is the next best thing.

Or
By signing up, you agree to Zapier’s Terms of Service and Privacy Policy