Send envelopes for signature upon task completion

When a contract review task is completed in Trail, automatically send an envelope for signature in SignerX.com to the client.

Try:

See all SignerX.com + Trail integrations or talk to a human

Trusted by teams already building on Knit·

4.9/5 on G2·

Google for Startups Accelerator

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.

SignerX.com Explore SignerX.com →

Triggers

Envelope sent

Fires when a document is sent for signature in SignerX.com.

Envelope signed

Fires when all parties have signed a document in SignerX.com.

Envelope declined

Fires when a signer declines to sign in SignerX.com.

Envelope voided

Fires when a pending envelope in SignerX.com is voided.

Actions

Send envelope for signature

Sends a document out for signature via SignerX.com.

Void envelope

Voids a pending envelope in SignerX.com.

Get envelope status

Checks a document's signing status in SignerX.com.

Create template

Creates a reusable signing template in SignerX.com.

Trail Explore Trail →

Triggers

New task created

Fires when a new task, job or item is created in Trail.

Task completed

Fires when a task in Trail is marked complete.

Due date approaching

Fires when a task's due date in Trail is coming up.

Status changed

Fires when a task, job or project changes status in Trail.

Actions

Create task

Creates a new task, job or item in Trail.

Update task

Updates a task's status or assignee in Trail.

Add comment

Posts a comment on a task in Trail.

Assign task

Assigns a task in Trail to a team member.

Move project tasks when envelopes are fully signed When an envelope is signed in SignerX.com, automatically move the corresponding project task in Trail to the next stage. See details

Add task notes when document signature is declined When an envelope is declined in SignerX.com, automatically add a comment to the task in Trail so the team can follow up. See details

See all SignerX.com + Trail integrations → · Browse the full workflow library →

Enterprise-grade security

Visit our Security Center Review the DPA

FAQ

Common questions

Can Knit build “Send envelopes for signature upon task completion” between SignerX.com and Trail?

Yes — describe it in the box above and Knit's Integrations Agent researches SignerX.com and Trail'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.

Why integrate Trail with SignerX.com?

It ensures project workflows proceed smoothly without waiting on manual document dispatch, automatically linking contract status directly to project tasks.

Can signature events automatically update project tasks?

Yes, when an envelope is signed or declined in SignerX.com, you can automatically update task statuses or add explanatory comments in Trail.