- How to automatically send an envelope to sign through Signeasy every time an entity is updated in Fibery
- 1. Set the Fibery trigger as “Entity updated”
- 2. Add the “Find template(s)” and "Send envelope to sign" step in Signeasy
- 3. Activate your playbook
- Learn more about integrating with Fibery and Signeasy
- More how-to guides featuring Fibery and Signeasy
How to automatically send an envelope to sign through Signeasy every time an entity is updated in Fibery
Set the Fibery trigger as “Entity updated”
A playbook always starts with a trigger, which is responsible for detecting changes in your connected applications and responding accordingly.
Add the Fibery trigger to initiate your playbook's actions every time an entity is updated. Click "Add trigger" in your playbook and choose "Entity updated" from the dropdown menu under Fibery.
If you still need to connect your Fibery account to Relay.app yet, a prompt will guide you through the process.
Add the “Find template(s)” and "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 entity is updated in Fibery.
Click the "Add step" button, then locate the “Find template(s)” and "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.
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 entity is updated in Fibery 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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