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SignerX.com + Trail + Delay by Zapier

Create Trail tasks from newly completed SignerX documents

Streamline your onboarding process with this integration. When a new hire completes an official document in SignerX, this workflow waits until their start date and then creates tasks in Trail to guide teams through the onboarding process. Ensure a smooth and efficient onboarding experience with timely task creation and clear guidance for your team.

When this happens...
Package CompleteTriggers when a new package/document is signed by all parties.
TriggerPolling
automatically do this...
Delay UntilWaits to run your Actions until a date or time that you choose.
ActionWrite
then do this!
Create TaskAdd a task to a site with optional content
ActionWrite

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More things you can do with these apps

Discover other triggers and actions you can use with SignerX.com, Delay by Zapier, and more

Package Created
Triggers when a new package/document has been created.
Trigger
Polling
Try It
Package Sent
Triggers when a package/document is sent for signatures.
Trigger
Polling
Try It
- Package or Template ID
Trigger
Polling
Try It
- Template Name
Action
Write
- Document Title
  Required
- PDF File URL
  Required
Action
Write

- Queue_title
- Zap_step_id
- Time Delayed For (value)
  Required
- Time Delayed For (unit)
  Required
Action
Write
- Which task?
  Required
Trigger
Instant
Try It

Template Published
Triggers when a template has been published.
Trigger
Polling
Try It
Package Complete
Triggers when a new package/document is signed by all parties.
Trigger
Polling
Try It
- Choose a Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Template
  Required
- First Name
  Required
- Last Name
  Required
- Email
  Required
Action
Write
- Time Delayed For (value)
  Required
- Time Delayed For (unit)
  Required
Action
Write
- Date/Time Delayed Until
  Required
- How should we handle dates in the past?
Action
Write
- Which task?
  Required
- Which site?
  Required
- Task content
- When is the task due?
Action
Write

About SignerX.com

SignerX.com is a document signing tool with a focus around the Signer eXperience™ (SX™). Key features include welcome/exit videos & signing celebration games!

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Related categories

Documents

About Trail

Trail is a checklist and compliance app to guide hospitality teams through their day

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Related categories

Task Management

About Delay by Zapier

Put your Actions on hold for a specified amount of time before sending data to another app. You can set up scheduled emails, get notified of incomplete tasks, send automatic follow-ups, and automate other tasks on your timeline.

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Related categories

Developer Tools

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