An automated workflow using integromat
Connects Airtable + eversign
Create Eversign Contracts For New Employees
About this workflow template
This automation scenario allows you to connect Airtable and eversign
It can be build using Integromat, a no-code workflow automation tool. Integromat allows you to create automated bots using a simple drag-and-drop interface for non-technical users. This is a ready-made scenario, but it can be customized by adding more apps, actions, filters or branches.
Categories
Airtable and eversign can also be integrated using automation tools other than integromat:
Diagram
How it works?
When this trigger fires in Airtable
Watch Records in Airtable
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
Then this action happens in eversign
Use a Template in eversign
Creates a document from a selected template.
How to set up this workflow
This guide contains information on how to set up an automatic workflow that allows to Create Eversign Contracts For New Employees.
Part I
Configure Applications
First, we need to connect Airtable and eversign to Make.com.
Create Make.com account.
Create Make.com account if you don't have one.
Connect Airtable to Make.com.
Give Make.com access to your Airtable account, using Airtable credentials.
Connect eversign to Make.com.
Give Make.com access to your eversign account, using eversign credentials.
Part II
Build an integration workflow
Next, we need to create a workflow automation scenario using graphical no-code web interface of Make.com.
Set up a Trigger action for Airtable
Choose the following trigger: Watch Records (Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).).
Then set up an Action for eversign
Choose this action: Use a Template (Creates a document from a selected template.).
Part III
Test and Publish
Finally, we need to test this automation and publish it.
Customize data flow
Configure the data that is exchanged between Airtable and eversign.
Test the workflow and turn it on for production use
Test your scenario and publish to production. Now you have an automatic workflow, that will Create Eversign Contracts For New Employees!
Related Automation Templates
Supported triggers and actions
New record
Triggers when a new record is created. Optionally: triggers when any record (new or existing) is first added to a selected view.
triggerbyzapierautomateiopabbly-connectalbatoNew or updated record
Triggers when a record is created or updated.
triggerbyzapierNew record in view
Triggers when a new new record is created in a specifc view.
triggerbyzapierpabbly-connectWatch records
Returns all newly created or updated records in a view (requires "Created Time" or "Last Modified Time" fields).
triggerbyintegromatNew record created
This Trigger fires every time a new record is created in a table. You can optionally configure it to only fire when a record appears in a specific view.
triggerbyiftttNew or modified records
New or modified records
triggerbypipedream
Use template
Sends a document created from a template in your eversign account.
actionbyzapierpabbly-connectDownload a final document
Downloads a final pdf.
actionbyintegromatUse a template
Creates a document from a selected template.
actionbyintegromatFind and download document
Finds and downloads a document (Needs the document hash from the "Document Completed" Trigger).
actionbyzapierDownload an original document
Downloads an original pdf.
actionbyintegromatCreate contact
Creates a Contact
actionbyzapier
Apps you need
Airtable
A no-code platform for building collaborative apps using spreadsheet-database hybrid as a data-layer
Airtable is a modern and flexible low-code platform that combines the power of a full database with the ease of use of a spreadsheet. With native mobile and desktop apps, Airtable offers a variety of templates for easy-to-use and customizable workflows, providing powerful features such as file attachments, kanban card stacks, calendars, and reporting. Link related content intelligently, configure the perfect view, and integrate with hundreds of your favorite apps and services.
Make.com (Integromat) is a powerful automation tool that enables users to connect their favorite apps, services, and devices without any coding skills. With its unique features, users can automate even complex integrations easily and efficiently, saving time and effort. Integromat allows to connect apps and automate processes in a few clicks.
