Airtable + SignerX.com

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.

  1. When this happens...
    AirtableAirtable
    New or Updated Record

    Triggers when a record is created or updated.

    TriggerPolling
  2. automatically do this!
    SignerX.comSignerX.com
    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.

    ActionWrite
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Supported triggers and actions

    • Help Text

    • BaseRequired

    • TableRequired

    • Last modified time columnRequired

    • Limit to view

    • Include file contents?

    Trigger
    Polling
    Try It
    • BaseRequired

    • TableRequired

    Action
    Write
    • NameRequired

    • Workspace IDRequired

    • Number of TablesRequired

    Action
    Write
    • BaseRequired

    • Table NameRequired

    • Table Description

    • Primary Field Name

    • Primary Field Type

    Action
    Write
airtable logo
airtable logo

About Airtable

Organize anything with Airtable, a modern database created for everyone. Airtable is a fast and flexible way to create tables to keep track of anything, from sales leads to vacation planning to inventory management.
Learn more

Related categories

  • Databases

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signerxcom logo
signerxcom logo

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!

Related categories

  • Documents