New Integration: Use SignRequest for Easy, Fast, and Secure Digital Signatures

Matt Lukso
Matt Lukso / March 8, 2018

Are you looking for an easier way to get customers to sign documents without always chasing them down for a physical signature?

SignRequest is an all-in-one digital signature solution. You can easily upload and customize any of your documents to create the optimal signing experience for your customers. The signature request documents are then emailed to recipients for a hassle-free delivery that can be completed at their convenience. Once received, the platform will automatically guide the recipients to the fields they need to fill out and sign.

Now that SignRequest integrates with Zapier, you can kick-off signature workflows using any of your team’s favorite tools.

How SignRequest Works with Zapier

Triggers

  • New Document Received: Triggers when a SignRequest is received.
  • New Document Signed: Triggers when a SignRequest is signed.
  • New Document Declined: Triggers when a SignRequest is declined.

Actions

  • Send SignRequest From Template: Creates and sends a new SignRequest from a SignRequest Template.
  • Send SignRequest: Creates and sends a new SignRequest.

Automation Inspiration

Get started with these sample Zaps:

Save Signed Forms

Kick-off Signature Requests

How To Automate SignRequest with Zapier

  1. Sign up for a SignRequest account, and make sure you have a Zapier account

  2. Try some pre-made SignRequest integrations and learn more about how SignRequest works with Zapier

  3. Check out our SignRequest help documentation for details on connecting your account and setting up your first Zap

  4. Or login and build a custom workflow with SignRequest and Zapier