Productivity ยท CONNECTIONCreate documents and send them for e-signature with SignRequest, track signers and events, and manage templates, teams and webhooks.
Explore 32 workflow actions for SignRequest, 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.
Attach a file signers can read before signing (before the SignRequest is sent).
A repeated request may repeat the external action. Review the previous result before retrying a write.
Cancel a SignRequest that is still open.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a document and send it for signing in one call.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a document from a public file URL, base64 content or a template, ready to send.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Create a team with a globally unique subdomain.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Subscribe a URL to an event.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a document.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a team.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Delete a webhook subscription.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Hand a signer's place to someone else by email.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Read a document, its SignRequest and signers (no download links).
Read a document attachment (no download link).
Read a document event.
Read a SignRequest and its signers (no signing links).
Read a team and its members.
Read a team member.
Read a template and its signer setup.
Read a webhook subscription.
List team sign-in and password-reset audit events.
List attachments added to documents.
List documents, newest first, with filters.
List document events, such as sent, viewed, signed and declined.
List SignRequests.
List the team's members.
List the teams the token can see.
List document templates.
List webhook subscriptions.
Replace a webhook subscription.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Search documents by name, signer or status (fast, for autocomplete).
Send a created document out for signing.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change a team's name, phone, color or callback settings.
A repeated request may repeat the external action. Review the previous result before retrying a write.
Change some of a webhook subscription's fields.
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 SignRequest. A saved workflow is not a completed provider action.
