Superdocu DataScope Forms

Superdocu + DataScope Forms Integrations

Put Superdocu + DataScope Forms to work with AI and enterprise-grade automation

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See the kind of workflows teams build with Superdocu and DataScope Forms below — describe the exact one you want above and the Agent builds it on demand.

Superdocu + DataScope Forms When a document group expires today in Superdocu, create a log entry in DataScope Forms. See details
Generate custom documents from form submissions When a user completes a survey or form in DataScope Forms, automatically build a document from a template in Superdocu pre-filled with their answers. See details
Send contracts for signature upon survey completion When a client submits a completed response in DataScope Forms, send a signature request in Superdocu using the submitted details. See details
Append form answers to ongoing project notes When a form response is updated in DataScope Forms, append the new information directly to an existing note in Superdocu. See details

Browse the full workflow library →

Looking to achieve something else with Superdocu and DataScope Forms?

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

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Triggers & actions for Superdocu and DataScope Forms

Everything Superdocu and DataScope Forms can do inside a workflow — the triggers that start one and the actions that run when it fires.

Superdocu Explore Superdocu →

Superdocu is a document collection portal that streamlines client onboarding and document gathering through automated requests and tracking.

Triggers
Contact Invited to Workflow

Triggers when a contact is invited to a workflow.

Contact Complete a Workflow

Triggers when a contact has completed a workflow.

Document Group Expired Today

Triggers when a document expires.

Document Group Rejected

Triggers when a document group has been rejected.

Document Group Expires in One Week

Triggers when a document (group) expires in exactly one week.

Actions
Create Contact

Creates a new contact in Superdocu.

Invite Contact to Workflow

Invites a new contact to a workflow. You have to provider a contact id or email.

DataScope Forms Explore DataScope Forms →

A mobile form platform designed for field teams to create inspection checklists, collect data, and generate PDF reports.

Triggers
Forms: Status Changed

Triggers when a form answer changes its status/state. Only one active Zap per form.

Tickets: Changed Status (FKA Issue)

Triggers when a ticket changes its status. Only one active Zap per account.

Tickets: New Ticket (FKA Issue)

Triggers when a ticket is created. Only one active Zap per account.

Tasks: New Assigned Task

Triggers when a new task is assigned. Only one active Zap per form.

Forms: New Form Entry

Triggers when a new form answer/entry is created. Only one active Zap per form.

Forms: New PDF

Triggers when a new PDF is generated (by email backup or autonotify). Only one active Zap per form.

Actions
Tasks: Assign Task V1 [Legacy]

Create a new tasks assigned to specific form and user.

Tasks: Assign Task V2

Create a new tasks assigned to specific form and user. Now allows plus signs in emails.

Change Form Status

Change the status of the form.

Tickets: Create Ticket (FKA Issue)

Creates a new Ticket (formerly known as Issue) with the provided data and type

Modify Form Answer

Create or change a new answer in a form response.

Forms: Send Data / New Answer [Beta]

Send data to generate a new response (form answer) and its PDF using the existing template. This action does not trigger GSheet Sync, Automatic Signature, or other webhooks (such as Zap triggers). Not all question types are fully supported, which may result in unexpected behavior.

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Customer Stories

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Product Manager, Onsurity
Easy to integrate. Knit's dashboard is intuitive for setting up and testing integrations, and the sandbox is extremely useful during development.
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Aditya
Product Lead, RazorpayXPayroll
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Rohit Singh
GM, Payoneer Workforce Management

#1 in Ease of Integrations

4.9 out of 5 stars

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FAQ

Common questions about Superdocu + DataScope Forms

Is there a pre-built Superdocu + DataScope Forms automation?

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

Does this require a pre-built Superdocu or DataScope Forms connector?

No. The Agent works whether or not Superdocu or DataScope Forms 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.

How do Superdocu and DataScope Forms work together to automate document creation?

When clients complete forms in DataScope Forms, their submitted information instantly populates structured notes or custom templates in Superdocu for signing or archiving.

Can signature events update survey records?

Yes, when a document is sent for signature in Superdocu, you can automatically update respondent information in DataScope Forms.

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