Productivity ยท CONNECTIONCreate, send and track Firma e-signature requests, manage templates, workspaces, custom fields and seals.
Explore 87 workflow actions for Firma, including account permissions and operation limits.
Choose an action in the workflow builder, connect an account, and map its inputs. These actions are available in the catalog; your account access and a successful test determine whether they work for your setup.
Cancels a signing request that hasn't been completed yet.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deep-copies a template (including fields, recipients, CC, reminders, custom field definitions, and the PDF document) to a target workspace within the same company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create and immediately send a signing request in a single atomic operation.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a new email domain for the company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new organization seal with an uploaded, typed, or drawn image.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new signing request either from a PDF document (document-based) or from an existing template (template-based).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new custom field definition for a signing request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new template with a base64-encoded PDF document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new custom field definition for a template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new workspace for the authenticated company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a new custom field definition for a workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Add a new email domain for a specific workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a domain from the company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a company-level email template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete company-level signer terms for a specific language.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a seal participant and the fields it owns from a signing request that has not been sent yet.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Deletes an unsent (draft) signing request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Soft-delete a custom field definition from a signing request.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Soft delete a template by ID.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Soft-delete a custom field definition from a template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Soft-delete a custom field definition.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Remove a domain from the workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a custom email template.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete workspace-level signer terms for a specific language.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Creates a new signing request by duplicating an existing template, including all fields, users, reminders, and settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Permanently erase all versions of a seal lineage.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Finalize domain setup by registering with the email provider.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Finalize domain setup by registering with the email provider.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Retrieve information about the authenticated company.
Retrieve details of a specific company domain including verification status and DNS records.
Retrieve settings for the authenticated company.
Retrieve the built-in default email templates for a specific language.
Retrieve a single organization seal by ID.
Retrieve a specific signing request by ID.
Retrieve a specific template by ID.
Retrieve a specific workspace by ID including its API key.
Retrieve details of a specific domain in a workspace including verification status and DNS records.
Retrieve a specific email template by type for a workspace.
Retrieve workspace settings.
List all email domains configured for the company (domains on the protected/default workspace).
Retrieve all custom email templates at the company level.
Retrieve all company-level signer terms.
Retrieve the list of available placeholders that can be used in email templates.
Retrieve the access log for a seal's lineage, including creation, replacement, revocation, rename, and image read events.
List signing requests where this seal has been applied, is pending, or was paused.
List organization seal heads for the company.
Retrieve the complete audit trail for a signing request, combining admin actions (created, edited, sent, cancelled) and signer actions (viewed, signed, declined, downloaded).
Get all custom field definitions for a signing request.
Retrieve all fields for a specific signing request with their values.
Retrieve all reminders scheduled for a specific signing request.
Retrieve all recipients/users for a specific signing request.
Retrieve a paginated list of signing requests.
Get all custom field definitions for a template.
Retrieve all fields configured for a specific template.
Retrieve all reminders configured for a specific template.
Retrieve all recipients/users associated with a specific template.
Retrieve a paginated list of templates.
Get all custom field definitions for a workspace.
List all email domains configured for a specific workspace.
Retrieve all custom email templates for a workspace.
Retrieve all custom signer terms for a workspace.
Retrieve a paginated list of workspaces for the authenticated company.
Update specific company fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update signing request properties, a single recipient, OR a single field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update template properties, a single user, OR a single field.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update specific workspace fields.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Replaces the PDF document of an existing template while preserving all field placements.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Revoke (soft-delete) a seal.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Send a signing request to all recipients via email.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set a domain as the primary sending domain for the company.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Set a domain as the primary sending domain for the workspace.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update all company details.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update a company-level email template for a specific type.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update company settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update company-level signer terms for a specific language.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update a seal's name, display name, image, or default status.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Perform comprehensive updates to a signing request including properties, recipients, fields, and reminders.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Comprehensive update of template including properties, users, fields, and reminders.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an existing workspace's information.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update an existing custom field definition.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update a custom email template for a specific type.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Update workspace settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create or update workspace-level signer terms for a specific language.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Verify that all required DNS records (SPF, DKIM, DMARC) are properly configured.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Verify domain ownership by checking the TXT record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Verify that all required DNS records (SPF, DKIM, DMARC) are properly configured.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Verify domain ownership by checking the TXT record.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Use the account and permissions required for your process. Review the connection check before configuring a workflow action.
Select a listed operation and map its required inputs. Use test records and add a human approval before writes that need review.
Inspect step outputs and confirm the result in Firma. A saved workflow is not a completed provider action.
