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.

Google Drive
Trigger: Watch All Files
Click and Sign
Action: Select an action
1. Select a trigger
  • Triggers when a file is created or modified.

  • Triggers when a comment is created or updated on a selected file.

  • Triggers when a file is created or modified in a selected folder.

  • Triggers when a new folder is created or modified.

  • Triggers when a new shared drive is created.

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)