Create and send SignerX Documents for new or updated Airtable records
Streamline your document management process with this Zap. Once active, this integration automatically creates a SignerX document from an Airtable template and sends a role-based invite. Whenever a new or updated record appears in Airtable, the automation will generate a document in SignerX, making it easy for your team to collaborate and sign documents faster, without any manual intervention.
Streamline your document management process with this Zap. Once active, this integration automatically creates a SignerX document from an Airtable template and sends a role-based invite. Whenever a new or updated record appears in Airtable, the automation will generate a document in SignerX, making it easy for your team to collaborate and sign documents faster, without any manual intervention.
- When this happens...New or Updated Record
Triggers when a record is created or updated.
- automatically do this!Pre-Fill a Template and Send for Signatures
Use any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.
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- 14 day trial for premium features & apps
BaseRequired
TableRequired
Limit to View
Include attachment content
Try ItBaseRequired
TableRequired
RecordRequired
CommentRequired
Cache Copy
BaseRequired
TableRequired
BaseRequired
TableRequired
Help Text
Primary lookup fieldRequired
Secondary lookup field
Help Text
BaseRequired
TableRequired
Last modified time columnRequired
Limit to view
Include file contents?
Try ItBaseRequired
TableRequired
NameRequired
Workspace IDRequired
Number of TablesRequired
BaseRequired
Table NameRequired
Table Description
Primary Field Name
Primary Field Type