How to automatically create tasks in Attio for signed Signeasy envelopes

Every playbook starts with a trigger. The trigger detects changes in your connected apps and runs your playbook in response.

To setup this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, add details like the name. This will allow your playbook to automatically detect the signed Signeasy envelope and initiate necessary actions.

If this is your first time using a Signeasy integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Attio automation into your playbook to ensure the prompt creation of a new task in Attio whenever an envelope is signed via Signeasy.

Click the "Add step" button, then locate the "Create task" automation for Attio and input the mandatory and relevant details.

If your Attio account isn't already 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 Attio account.

Activating your playbook is the final step to automate the creation of a new task in Attio. Once turned on, it will respond whenever an envelope is signed in Signeasy by creating a new task in Attio without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.