Airtable + Yousign

Airtable + Yousign integrations

Create or update Airtable records when new signings are completed in Yousign

Streamline your digital signing process with this useful workflow. When a document is signed within Yousign, this automation simultaneously creates or updates a record in Airtable. This ensures accurate and timely updates while enabling efficient document management. Improve your productivity by letting this workflow handle the routine task of record maintenance for you.

When this happens...
Signer DoneTriggers when a Signer has signed.
TriggerInstant
automatically do this!
Create or Update RecordFind and update an existing record, or create a new one.
ActionWrite

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More things you can do with Yousign and Airtable

Discover other triggers and actions you can use with Yousign and Airtable

Contact Created
Triggers when a Contact is created.
Trigger
Instant
Try It
- Include Signer Audit Trail as well
Trigger
Instant
Try It
- Base
  Required
- Table
  Required
- Limit to View
- Include attachment content
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
- Record
  Required
- Comment
  Required
Action
Write
- CacheCopy
- Base
  Required
- Table
  Required
Action
Write

- Base
  Required
- Table
  Required
- Helptext
- Primary lookup field
  Required
- Secondary lookup field
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write

- Base
  Required
- Table
  Required
- Number of Records
  Required
Action
Write
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search
- Base
  Required
- Search Keyword
  Required
- Search In
Action
Search
- Search Keyword
  Required
Action
Search
- Base
  Required
- Table
  Required
Action
Search
- Base
  Required
- Table
  Required
- Search by Field
- Search Value
- Search type
- Search Formula
- Limit to View
Action
Search or write

- Download documents as well
- Download audit trails as well
Trigger
Instant
Try It
- First name
  Required
- Last name
  Required
- Email
  Required
- Locale
  Required
- Phone number
- Company name
- Job title
- Address line 1
- Address line 2
- City
- Postal Code
- Country
Action
Write
- Help Text
- Base
  Required
- Table
  Required
- Last modified time column
  Required
- Limit to view
- Include file contents?
Trigger
Polling
Try It
- Base
  Required
- Table
  Required
Action
Write
- Name
  Required
- Workspace ID
  Required
- Number of Tables
  Required
Action
Write
- Base
  Required
- Table Name
  Required
- Table Description
- Primary Field Name
- Primary Field Type
Action
Write
- Base
  Required
- Table
  Required
- Record
  Required
Action
Write
- Api_docs_info
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
- Base
  Required
- Table
  Required
- Record ID
  Required
Action
Search
- Base
  Required
- Table ID
  Required
Action
Search
- Base ID
  Required
Action
Search
- Base
  Required
Action
Search

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.

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About Yousign

Yousign: the easy-to-use, legally binding eSignature solution for all your documents.

Learn moreLearn moreHelpHelp

Related categories

Documents

Related Zap Templates

Create Yousign contacts from new Airtable records

Manage completed Yousign requests by creating or updating records in Airtable