Update survey records when a document signature is declined

If a client declines to sign an envelope in E-Sign, automatically update their survey record in Content Snare so team members can address objections.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

E-Sign Explore E-Sign →

Triggers

Envelope sent

Fires when a document is sent for signature in E-Sign.

Envelope signed

Fires when all parties have signed a document in E-Sign.

Envelope declined

Fires when a signer declines to sign in E-Sign.

Envelope voided

Fires when a pending envelope in E-Sign is voided.

Actions

Send envelope for signature

Sends a document out for signature via E-Sign.

Void envelope

Voids a pending envelope in E-Sign.

Get envelope status

Checks a document's signing status in E-Sign.

Create template

Creates a reusable signing template in E-Sign.

Content Snare Explore Content Snare →

Triggers

New form response

Fires when a form is submitted in Content Snare.

Survey completed

Fires when a respondent finishes a survey in Content Snare.

Response updated

Fires when an existing response is edited in Content Snare.

Actions

Create or update form

Creates or updates a form or survey in Content Snare.

Retrieve a response

Looks up a specific form response in Content Snare.

Add a respondent

Adds a respondent or contact to a form in Content Snare.

Send signature requests upon form completion When a user completes an intake or agreement form in Content Snare, automatically generate and send an envelope for signature using E-Sign. See details

Mark respondent status as completed when documents are signed When an envelope is fully signed in E-Sign, automatically update the matching respondent profile in Content Snare to reflect completed compliance. See details

See all E-Sign + Content Snare integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Update survey records when a document signature is declined” between E-Sign and Content Snare?

Yes — describe it in the box above and Knit's Integrations Agent researches E-Sign and Content Snare's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting E-Sign to Content Snare speed up document collection?

When prospective clients or recruits complete an intake form in Content Snare, you can automatically send them a personalized signature envelope through E-Sign.

Can document signing events update my survey records?

Yes, once an envelope is completed, voided, or declined in E-Sign, the corresponding respondent record in Content Snare can be updated automatically.