Question 1

What manual work can I automate when using Signedly?

Accepted Answer

You can automate the creation, sending, and tracking of signature requests by connecting Signedly to your workflow platform. For example, when a new record is created in your database or form submission arrives, an automation can generate a document, populate it with data, send it to the correct contact through Signedly, and log the signing status back to your system. This eliminates manual steps like copying contact information, manually uploading documents, and checking signature completion.

Question 2

How does data flow between Signedly and other tools in an automation?

Accepted Answer

When Signedly is connected to other applications, data typically flows in two directions: outbound data like contact details and document content are sent to Signedly to initiate signing requests, and inbound data like signature completion status and signed document links are returned to your other tools. The connection allows you to map fields from your source system (such as recipient email, document type, or custom data) directly into Signedly, and to pull back confirmation that a document was signed and when.

Question 3

What problems can occur when automating document signing with Signedly?

Accepted Answer

Common issues include mismatched recipient email addresses causing signing requests to reach the wrong contact, incomplete or incorrectly formatted data from source systems failing to populate documents properly, and delays in receiving signing status updates if the connection between Signedly and your workflow tool is not properly configured. Additionally, if your automation does not account for rejected or expired signature requests, follow-up steps may not trigger, leaving documents unsigned without notification.

Question 4

How should I structure my Signedly documents and workflow for reliable automation?

Accepted Answer

Set up your documents with clearly labeled fields that match the data fields available in your source systems, so field mapping during automation setup is accurate and consistent. Create separate document templates for different document types rather than using a single flexible template, as this reduces the chance of sending the wrong document layout to contacts. Test your automation with sample data before going live, and ensure that your workflow includes steps to handle edge cases such as failed sends or documents that require multiple signers.

Automate the manual work in Signedly

Signedly by the numbers

Top 5 Signedly friction points when done manually

Chasing signatures across Signedly

Manually filing signed Signedly documents

Re-entering data from Signedly signatures

Preparing documents before Signedly each time

Checking Signedly for completion status

What you can automate in Signedly

Add new completed Signedly documents to Google Sheets rows

Create custom Salesforce objects from newly-completed Signedly documents

Create multiple rows in Google Sheets when new documents are completed in Signedly

Get SMS texts for newly completed Signedly documents

Send Gmail emails when new Signedly documents are completed

Send messages to Slack channels for new signed documents on Signedly

Tools commonly connected to Signedly

Signedly Automation questions

Ready to automate your work in Signedly?