Podia + SignRequest

Create and send SignRequests from a template for new Podia product sign-ups

Streamline your document signing process with this efficient automation. When a new product signup occurs in Podia, it triggers an action to send a SignRequest from a preset template. This handy workflow ensures all necessary documents are shared swiftly and efficiently, saving you time and enhancing client onboarding experience.

When this happens...
Product Signed Up For
Triggers when someone signs up for a free or paid product.
TriggerInstant
automatically do this!
Send SignRequest From Template
Creates and sends a new SignRequest from a SignRequest Template.
ActionWrite

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Supported triggers and actions

Someone Leaves Community
Triggers when a community member cancels their plan.
Trigger
Instant
Try It
- Tag
Trigger
Instant
Try It
Published Blog Post
Triggers when a blog post is published.
Trigger
Instant
Try It
- EmailRequired
- Notify customerRequired
- Cancel subscription at the end of current periodRequired
Action
Write
- Tag
- EmailRequired
- First name
- Last name
- Full name
Action
Write

- WaitlistRequired
- EmailRequired
- First name
- Last name
- Full name
Action
Write
- Team
Trigger
Instant
Try It

- Team
- File
- File From URL
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

Someone Joins Community
Triggers when someone joins a free or paid community plan.
Trigger
Instant
Try It
- Waitlist
Trigger
Instant
Try It
Product Signed Up For
Triggers when someone signs up for a free or paid product.
Trigger
Instant
Try It
- ProductRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
- PlanRequired
- EmailRequired
- First Name
- Last Name
- Send Registration EmailRequired
Action
Write
- Team
Trigger
Instant
Try It
- Team
Trigger
Instant
Try It
- Team
- TemplateRequired
- Sender Email
- Who Needs to Sign?
- SignRequest Name
- Custom SignRequest Email Subject
- Custom Message
- Send Automatic Reminders?
- External ID
- Signer EmailRequired
- Signer First Name
- Signer Last Name
- Does This Signer Need to Sign?
- Signer Needs to Approve Only?
- Signing Order
- Signer Language
- Force Language
- Mobile Phone Number to Verify
- Advanced Signers Configuration
- Advanced Tags Prefill
Action
Write

About Podia

Podia is a platform that lets anyone sell memberships, online courses and digital downloads online.

Learn more

Related categories

Online Courses

About SignRequest

SignRequest is an electronic (digital) signature solution to get documents signed. Easy, fast, secure and legally binding.

Learn more

Related categories

Signatures

Podia + SignRequest

Create and send SignRequests from a template for new Podia product sign-ups

Supported triggers and actions

Someone Leaves Community

Someone Gets Tagged

Published Blog Post

Remove Someone From Your Community

Subscribe Someone

Waitlist Someone

New Document Received

Send SignRequest

API Request (Beta)

Someone Joins Community

Someone Waitlists

Product Signed Up For

Sign Someone Up for a Product

Add Someone to Your Community

New Document Declined

New Document Signed

Send SignRequest From Template

About Podia

Related categories

About SignRequest

Related categories