How to send a Signeasy envelope to sign for each new row added in a Coda table

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 set up this playbook, click "Add trigger" and then select "Row added" under Coda. Then, select the table. This will allow your playbook to automatically detect the newly added row in Coda and initiate necessary actions.

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

Integrate the Signeasy automation into your playbook to ensure the prompt sending of the envelope to sign in Signeasy for each new row added in the specified table in Coda.

Click the "Add step" button, then locate the "Find template(s)" under Signeasy to find the name of the envelope that you're about to send and identify the template you will send. Once that is done, select the "Send the envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy 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 Signeasy account.

Activating your playbook is the final step to automate the sending of Signeasy envelope to the new row added in Coda. Once turned on, it will respond to each new row added in the specified table in Coda by sending the specific Signeasy envelope to sign 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.