SignerX.com Microsoft Teams

SignerX.com + Microsoft Teams Integrations, Built by an AI Agent

Put SignerX.com + Microsoft Teams to work with AI and enterprise-grade automation

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See the kind of workflows teams build with SignerX.com and Microsoft Teams below — describe the exact one you want above and the Agent builds it on demand.

SignerX.com + Microsoft Teams When a recipient signs a document in SignerX.com, send a notification message to a Microsoft Teams channel. See details
Announce newly signed contracts in team chat channels When a client completes and signs an envelope in SignerX.com, automatically post a celebration message and document link in Microsoft Teams. See details
Alert account managers when a signature request is declined When a prospective signee declines an envelope in SignerX.com, send a direct message in Microsoft Teams to the deal owner so they can follow up immediately. See details
Dispatch signature links directly to chat channels When a key announcement or file is shared in a team channel in Microsoft Teams, automatically prepare and send a document envelope for signature via SignerX.com. See details

Browse the full workflow library →

Looking to achieve something else with SignerX.com and Microsoft Teams?

Just describe what you need — the Agent researches both APIs and builds the real automation on demand.

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Triggers & actions for SignerX.com and Microsoft Teams

Everything SignerX.com and Microsoft Teams can do inside a workflow — the triggers that start one and the actions that run when it fires.

SignerX.com Explore SignerX.com →

SignerX.com is an electronic signature platform that allows users to sign, send, and manage digital documents online securely.

Triggers
Package Created

Triggers when a new package/document has been created.

Template Published

Triggers when a template has been published.

Package Sent

Triggers when a package/document is sent for signatures.

Package Complete

Triggers when a new package/document is signed by all parties.

Recipient Signed

Triggers when each recipient has a signed a package/document.

Actions
Pre-Fill a Template and Send for Signatures

Use any trigger and gather data and use it to fill out a template and send a copy to a recipient to sign.

Find a Template

Find single a template by name.

Send Template for Signatures

Send an existing template to a new recipient to fill out and sign.

Upload a Package

Upload a PDF document which creates a package draft, ready for field mapping in your dashboard.

Microsoft Teams Explore Microsoft Teams →

Microsoft Teams is a workspace collaboration software combining persistent chat, video meetings, file storage, and application integration.

Triggers
New Channel

Triggers when a new channel is created within a team.

New Channel Mention

Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store.

New Chat Message

Triggers when a new message is received in a chat.

New Chat

Triggers when a new chat is created.

New Team Member

Triggers when a new member is added to a team. Requires installation of the Zapier app from the Teams Store.

New Channel Message

Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store.

Actions
Create Channel

Creates a new channel within a team. Requires installation of the Zapier app from the Teams Store.

Create One-on-One Chat

Creates a new one-on-one chat between you and a team member.

Create Chat and Send Message

Creates a new chat (one-on-one or group) and sends an initial message. If you select only yourself, no chat is created — the message is sent to your own Teams chat (shown as "(You)" in the Chat dropdown).

Edit Chat Message

Edit an existing message in a chat.

Create Private Channel

Creates a new private channel within a team. Requires installation of the Zapier app from the Teams Store.

Reply to Channel Message

Creates a reply to a channel message.

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Customer Stories

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GM, Payoneer Workforce Management

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FAQ

Common questions about SignerX.com + Microsoft Teams

Is there a pre-built SignerX.com + Microsoft Teams automation?

Not yet, but Knit's Integrations Agent can build one — describe what you want and it researches SignerX.com and Microsoft Teams's public API docs (or your own uploaded docs) and builds a working automation.

Does this require a pre-built SignerX.com or Microsoft Teams connector?

No. The Agent works whether or not SignerX.com or Microsoft Teams already has a pre-built connector in Knit's catalog — it researches the real API surface either way.

How long does it take to build?

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

Can my team get real-time alerts when a customer signs a contract?

Yes, as soon as a document is signed in SignerX.com, an instant notification is sent to your designated channel in Microsoft Teams.

What happens if a signer declines an agreement?

When an envelope is declined in SignerX.com, an urgent direct message or channel alert is dispatched via Microsoft Teams so account managers can intervene quickly.

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