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.

Signable
Trigger: Watch Contact Created
Make Code
Action: Select an action
1. Select a trigger
  • Triggers when a new contact is created.

  • Triggers when an envelope is cancelled.

  • Triggers when an envelope is completed.

  • Triggers when a new envelope is created.

  • Triggers when an envelope is opened.

  • Triggers when an envelope is rejected.

  • Triggers when an envelope is signed.

  • Triggers when a new template is created.

  • Triggers when a new user is created.

2. Select an action
  • Design and run a code snippet.

Select a trigger and an action

Create workflow (opens in a new tab)