How to update Airtable records when Signeasy envelopes are signed

Relay.app is an automation tool that lets you automate actions across Airtable, Signeasy, and many other apps. In this guide, we'll show you how to automatically update record in Airtable for each envelope signed in Signeasy using Relay.app.
Signeasy logoSigneasy > Airtable
Trigger
Last triggered
Signeasy logoEnvelope signed
Airtable logoUpdate record
1

Create your playbook and set the Signeasy trigger as "Envelope signed"

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Envelope signed" under Signeasy. Then, select details like the name. This will allow your playbook to automatically detect the newly signed envelope in Signeasy and initiate necessary actions.

If this is your first time using a Signeasy integration in Relay.app, a prompt will guide you through the connection process.

2

Add the "Find record" & "Update record" in Airtable automation

Integrate the Airtable automation into your playbook to ensure the record is promptly updated whenever an envelope is signed in Signeasy.

Click the "Add step" button, then locate the "Find record" to identify which record needs to be updated. Then, select "Update record" automation for Airtable and input the mandatory and relevant details.

If your Airtable account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Airtable account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate updating the specific record in Airtable. Once turned on, it will respond whenever an envelope is signed in Signeasy by updating the corresponding record in Airtable without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.

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