Signaturely automation for document templates and approvals
Create documents from templates, send them for signature, and mark completed documents automatically so sales and operations keep moving.
Popular Use Cases
Start a workflow in your other tools whenever something new happens in Signaturely.
Update records in Signaturely automatically when data changes in the apps your team already uses.
Log Signaturely activity into a spreadsheet or database so reporting stays current without manual entry.
Popular ways to automate Signaturely
Ready-made flows built with Signaturely — preview one, then make it yours.
Ready to use Signaturely automations
Triggers and Actions in Signaturely Automations
viaSocket makes it simple to connect Signaturely and automate repetitive tasks.
When this happensTriggers
A trigger is an event that starts a workflow.
New Document Sent
Runs when a new document is sent; configure the webhook URL to receive events.
Do thisActions
Action is the task that follows automatically within your Signaturely integrations.
Create Folder
Create a new folder by title; optionally make it a subfolder under a selected parent folder.
Search Documents
Search documents by term and return selected fields.
Rename Document
Rename a selected document by providing its ID and new title.
Delete Document
Delete a document by specifying its document ID.
Create Signing Request
Create a signature request from a selected template with signers and options.
List Folders
Retrieve folders, optionally from a chosen folder, include nested folders, set ordering and limit.
Real-world use cases of Signaturely integrations
See how Signaturely integrates with popular apps to automate tasks and streamline your workflow.
Create a Signaturely agreement when a HubSpot deal reaches closed won.
Send Signaturely contracts from Gmail when a new customer onboarding request arrives.
Generate Signaturely paperwork from Google Sheets when a new row adds a signed order.
Complete Signaturely documents and save the status in Airtable after approval.
Route completed Signaturely documents to your CRM when a proposal is signed.
Trigger Signaturely reminders from your email when an agreement waits for signature.
How to get started with Signaturely automations
Automate when something happens in Signaturely
Login -> Create new flow -> Select trigger -> Search Signaturely -> Choose the trigger from the list
Take action in Signaturely when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Signaturely -> Choose the action from the list
Trigger
Action
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Frequently Asked Questions
You can auto-create documents from templates, populate fields with data from other apps, send documents for signature, and mark them complete in connected systems—covering contracts, offers, renewals, and vendor agreements.
No. viaSocket’s visual workflow builder connects Signaturely triggers and actions to other apps. Set up simple automations with point-and-click steps and prebuilt templates.
Yes. viaSocket can run AI steps (for example, draft contract language or extract data) then create a Signaturely document from that output and send it for signature—automating both content generation and signing.
Signaturely provides legally valid e-signatures and stores audit trails. viaSocket passes data securely between apps—choose encrypted storage and follow your compliance policies for retention and access controls.
About Signaturely
Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.
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About viaSocket
viaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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