In this how-to guide

How to automatically send an envelope to sign through Signeasy every time an item is added in Webflow
1. Set the Webflow trigger as “New item added”
2. Add the "Send envelope to sign" step in Signeasy
3. Activate your playbook
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How to automatically send an envelope to sign through Signeasy every time an item is added in Webflow

How to automatically send an envelope to sign through Signeasy every time an item is added in Webflow

Relay.app is an automation tool that lets you automate actions across Webflow, Signeasy, and many other apps. In this guide, we'll show you how to use Relay.app to automatically run the Signeasy “Send envelope to sign” action for each Webflow “Item added” event.

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Webflow > Signeasy

Trigger

Last triggered

Item added

Send envelope to sign

1

Set the Webflow trigger as “New item added”

Once you have finished creating your playbook, the next step would be to begin with the first action. A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.

Add the Webflow trigger to initiate your playbook's actions every time an item is added. Click "Add trigger" in your playbook and choose "New item added" from the dropdown menu under Webflow. This will allow your playbook to automatically identify newly added items and trigger necessary actions.

If you still need to connect your Webflow account to Relay.app yet, a prompt will guide you through the process.

2

Add the "Send envelope to sign" step in Signeasy

Integrate the Signeasy automation into your playbook to ensure the prompt sending of envelopes to sign using Signeasy every time an item is added in Webflow.

Click the "Add step" button, then locate the "Send envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy account still needs to be connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Signeasy account.

3

Activate your playbook

Activating your playbook is the last step in the process. Once you turn it on, it will automatically send an envelope to sign through Signeasy every time an item is added in Webflow without requiring manual intervention.

To activate your playbook, click the toggle button at the header. Before activating, we recommend performing a test run of your playbook to ensure all the steps work seamlessly together.

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