SignHero Plumsail Forms

Mark respondent status as completed when documents are signed

When an envelope is fully signed in SignHero, automatically update the matching respondent profile in Plumsail Forms to reflect completed compliance.

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See all SignHero + Plumsail Forms integrations or talk to a human

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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.

SignHero Explore SignHero →

Triggers
Envelope sent

Fires when a document is sent for signature in SignHero.

Envelope signed

Fires when all parties have signed a document in SignHero.

Envelope declined

Fires when a signer declines to sign in SignHero.

Envelope voided

Fires when a pending envelope in SignHero is voided.

Actions
Send envelope for signature

Sends a document out for signature via SignHero.

Void envelope

Voids a pending envelope in SignHero.

Get envelope status

Checks a document's signing status in SignHero.

Create template

Creates a reusable signing template in SignHero.

Plumsail Forms Explore Plumsail Forms →

Triggers
New form response

Fires when a form is submitted in Plumsail Forms.

Survey completed

Fires when a respondent finishes a survey in Plumsail Forms.

Response updated

Fires when an existing response is edited in Plumsail Forms.

Actions
Create or update form

Creates or updates a form or survey in Plumsail Forms.

Retrieve a response

Looks up a specific form response in Plumsail Forms.

Add a respondent

Adds a respondent or contact to a form in Plumsail Forms.

Send signature requests upon form completion When a user completes an intake or agreement form in Plumsail Forms, automatically generate and send an envelope for signature using SignHero. See details
Update survey records when a document signature is declined If a client declines to sign an envelope in SignHero, automatically update their survey record in Plumsail Forms so team members can address objections. See details

See all SignHero + Plumsail Forms integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Mark respondent status as completed when documents are signed” between SignHero and Plumsail Forms?

Yes — describe it in the box above and Knit's Integrations Agent researches SignHero and Plumsail Forms'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 SignHero to Plumsail Forms speed up document collection?

When prospective clients or recruits complete an intake form in Plumsail Forms, you can automatically send them a personalized signature envelope through SignHero.

Can document signing events update my survey records?

Yes, once an envelope is completed, voided, or declined in SignHero, the corresponding respondent record in Plumsail Forms can be updated automatically.

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