Connect Foxit eSign and Projectworks

Both apps 37Foxit eSign 7Projectworks 30

• Trigger
  Document Cancelled

  Triggers when a recipient cancels or declines a Foxit eSign envelope (folder).

• Trigger
  Document Deleted

  Triggers when a Foxit eSign envelope (folder) is deleted.

• Action
  Add folder from PDFs

  Creates a folder of documents for signature from PDF files at public URLs or in base64, with its recipient parties, and optionally sends it right away or opens embedded sending/signing sessions.

• Action
  Cancel folder

  Cancels a sent folder (envelope) so recipients can no longer sign its documents, recording the reason in the folder's history.

• Action
  Find folders by status and date

  Returns the IDs of folders (envelopes) created within a date range, optionally filtered by status such as executed, sent or draft.

• Action
  Get folder

  Returns the full details of a Foxit eSign folder (envelope), including its status, documents and recipient parties.

• Action
  Send signature reminder

  Sends a reminder email to the recipients of a folder (envelope) who have not yet signed it.

• Trigger
  New Leave Request

  Triggers when a new leave request is created.

• Action
  Add expense claim

  Creates an expense claim against a project and module for a user, optionally with an attached receipt file.

• Action
  Add task

  Creates a task under a budget (module) of a Projectworks project.

• Action
  Create Budget

  Creates a budget (module) on a project.

• Action
  Create Company

  Creates a new client company.

• Action
  Create Leave

  Creates a leave request for a user for one day.

• Action
  Create Project

  Creates a new project.

• Action
  Create Timecode

  Creates a timecode (task) on a project.

• Action
  Create Timesheet Entry

  Creates a timesheet entry.

• Action
  Delete task

  Deletes a task from a Projectworks project.

• Action
  Find ClientID

  Finds a client company by name or external reference.

• Action
  Find CurrencyID

  Finds a currency by its name or code.

• Action
  Find GLCode ID

  Finds a GL code by its code or description.

• Action
  Find ModuleID

  Finds a budget (module) by name or external reference.

• Action
  Find OfficeID

  Finds an office by name or external reference.

• Action
  Find ProjectID

  Finds a project by name, number or external reference.

• Action
  Find TaskID

  Finds a timecode (task) by name or external reference.

• Action
  Find UserID

  Finds a user by name, email address or external reference.

• Action
  Get Budgets

  Returns a list of budgets (modules).

• Action
  Get Clients

  Returns a list of client companies.

• Action
  Get Leave Statuses

  Returns the list of leave statuses.

• Action
  Get Offices

  Returns a list of offices.

• Action
  Get Projects

  Returns a list of projects.

• Action
  Get Timecodes

  Returns a list of timecodes (tasks).

• Action
  Get Timesheet Entries

  Returns a list of timesheet entries.

• Action
  Get Users

  Returns a list of users.

• Action
  List tasks

  Returns tasks in Projectworks, optionally filtered by project, budget, user, name, external reference or last-modified date.

• Action
  Set Resourcing

  Sets the resourcing for a person on a project on a given day.

• Action
  Update CustomFieldValue

  Sets the value of a custom field on a record.

• Action
  Update Timesheet Entry

  Updates a timesheet entry.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.