Generate signature requests in SignerX for new Airtable records in a view
Effortlessly manage your document signing process with this Airtable and SignerX integration. When a new record appears in a specific Airtable view, a signature request will be created in SignerX to streamline your workflow. Save time and ensure documents are signed promptly by automating this process. Impress your clients with SignerX's personalized greeting videos, celebration games, and beautifully branded documents.
Effortlessly manage your document signing process with this Airtable and SignerX integration. When a new record appears in a specific Airtable view, a signature request will be created in SignerX to streamline your workflow. Save time and ensure documents are signed promptly by automating this process. Impress your clients with SignerX's personalized greeting videos, celebration games, and beautifully branded documents.
- When this happens...New Record
Triggers when a new record is created or new or existing records when first added to a selected view.
- 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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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