Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Airtable
Trigger: Watch new comments
Click and Sign
Action: Select an action
1. Select a trigger
  • Triggers when a new comment is added to a record.

  • Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).

  • Triggers when a new response is submitted.

2. Select an action
  • Retrieves any file associated with the signature process, the documents to be signed on the web or attached to any of the emails, and the signature evidence resulting from the process or the documents signed.

  • The Get Signature Status retrieves the status of a specific signature process.

  • Performs an arbitrary authorized API Call

  • Initiates a signature process with the signatories. The maximum number of files at a time is 20. The maximum total size of file attachments allowed cannot exceed 25MB.

Select a trigger and an action

Create workflow (opens in a new tab)