- How to automatically create a new form response in HubSpot every time an envelope is signed in Signeasy
- 1. Set the Signeasy trigger as “Envelope signed”
- 2. Add the "Create form response" step in HubSpot
- 3. Activate your playbook
- Learn more about integrating with HubSpot and Signeasy
- Related blog posts
- More how-to guides featuring HubSpot and Signeasy
How to automatically create a new form response in HubSpot every time an envelope is signed in Signeasy
Signeasy > HubSpotEnvelope signed
Create form responseSet the Signeasy trigger as “Envelope signed”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Signeasy trigger to initiate your playbook's actions every time an envelope is signed. Click "Add trigger" in your playbook and choose "Envelope signed" from the dropdown menu under Signeasy.
If you still need to connect your Signeasy account to Relay.app yet, a prompt will guide you through the process.
Add the "Create form response" step in HubSpot
Integrate the HubSpot automation into your playbook to ensure the prompt creation of form responses in Hubspot every time an envelope is signed in Signeasy.
Click the "Add step" button, then locate the "Create form response” automation for HubSpot and input the mandatory and relevant details.
If your HubSpot 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 HubSpot account.
Activate your playbook
Activating your playbook is the last step in the process. Once you turn it on, it will automatically create a new form response in HubSpot every time an envelope is signed in Signeasy 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.
What will you automate?
