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.

WordPress
Trigger: Watch Categories
Click and Sign
Action: Select an action
1. Select a trigger
  • Triggers when a new category is added.

  • Triggers when a new comment is added.

  • Triggers when a new media item is added.

  • Triggers when a new post is added.

  • Watches for updated posts.

  • Triggers when a new tag is added.

  • Triggers when a new user is added.

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)