- How to create a new user in Webflow for each new envelope signed in Signeasy
- 1. Create your playbook and set the Signeasy trigger as "Envelope signed"
- 2. Add the "Create and invite user" in Webflow automation
- 3. Activate your Relay.app playbook
- Learn more about integrating with Webflow and Signeasy
- More how-to guides featuring Webflow and Signeasy
How to create a new user in Webflow for each new envelope signed in Signeasy
Create your playbook and set the Signeasy trigger as "Envelope signed"
After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.
To setup this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, select details like Name.This will allow your playbook to automatically detect the newly signed envelope in Signeasy 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.
Add the "Create and invite user" in Webflow automation
Integrate the Webflow automation into your playbook to ensure the prompt creation of a new user in Webflow when a new envelope has been signed in Signeasy.
Click the "Add step" button, then locate the "Create and invite user" automation for Webflow and input the mandatory and relevant details.
If your Webflow 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 Webflow account.
Activate your Relay.app playbook
Activating your playbook is the final step to automate the creation of a new user in Webflow. Once turned on, it will respond to each newly signed envelope in Signeasy by creating a new user on Webflow 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.