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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Activity Occurred" from Ortto.

Add your action

An action happens after the trigger—such as "Send an Envelope Using a Template" in Signable.

You’re connected!

Zapier seamlessly connects Ortto and Signable, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Choose an activity
  Required
Trigger
Instant
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- Record Type
  Required
Trigger
Instant
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- Custom Activity
  Required
- Search By
  Required
Action
Write
- Search By
  Required
Action
Write
- Search By
  Required
Action
Write

Envelope Bounced
Triggers when an envelope fails to deliver to a party email address.
Trigger
Instant
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Envelope Complete
Triggers when an envelope is completely signed.
Trigger
Instant
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Envelope Opened
Triggers when an envelope is opened by a party.
Trigger
Instant
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Envelope Sent
Triggers when an envelope is sent.
Trigger
Instant
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Template Created
Triggers when a new template is created.
Trigger
Instant
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Widget Signed
Triggers when a widget is signed.
Trigger
Instant
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- The title of the envelope
  Required
- The template you want to build the envelope from
  Required
- The user sending the envelope
- Do you want your envelope to automatically expire? If so in how many hours?
- Do you want to send out repeat, automatic reminders to parties? If so how many hours should left between reminders?
- Do you want to set passwords for the parties to enter before signing?
Action
Write

- Record Type
  Required
- Fields
  Required
Trigger
Instant
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- Record Type
  Required
- Event
  Required
Trigger
Instant
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- Record Type
  Required
- Update By
  Required
Action
Write
- Operation
  Required
- Record Type
  Required
- Search By
  Required
Action
Write
- Record Type
  Required
- Search By
  Required
Action
Search
Envelope Cancelled
Triggers when an envelope is cancelled.
Trigger
Instant
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Envelope Failed
Triggers when an envelope fails to send.
Trigger
Instant
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Envelope Rejected
Triggers when an envelope is rejected.
Trigger
Instant
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Envelope Signed
Triggers when an envelope is signed.
Trigger
Instant
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User Created
Triggers when a new user is created.
Trigger
Instant
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Widget Signer Verified
Triggers when a widget signer verifies their email address.
Trigger
Instant
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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Connect Ortto and Signable to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Ortto to Signable integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Ortto

Grow your brand faster with a customer data and marketing automation platform designed for businesses who sell online.

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Marketing

About Signable

Signable is an electronic signature provider which lets you get your documents signed quickly, legally and securely using electronic signatures.

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