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Triggers and actions 7 triggers · 5 actions
Trigger
Document CompletedTriggers when a document has been completed.
Trigger
Document SentTriggers when a document is sent.
Trigger
Document ViewedTriggers when a signer views a document for the first time.
Action
Create Document From TemplateCreates a document from a template and sends the document. This action uses API requests. Limits apply if not using an API plan.
Trigger
Deleted RecordFires when a record is deleted from the selected Caspio table. Instant self-registering webhook (table.recordDelete) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
Trigger
New or Updated RecordFires when a record is inserted or updated in the selected Caspio table. Instant self-registering webhook registering both table.recordInsert and table.recordUpdate — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
Trigger
New RecordFires when a new record is inserted into the selected Caspio table. Instant self-registering webhook (table.recordInsert) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table. Payload: trigger.body = {data:[record...], objectName, eventType, eventDate, eventId, ...}.
Trigger
Updated RecordFires when a record's field value changes in the selected Caspio table. Instant self-registering webhook (table.recordUpdate) — picking this trigger and a Table auto-registers the Caspio webhook on activation, scoped to that table.
Action
Download File from FieldDownload the file stored in an Attachment-type field of a specific record. Returns the raw file content.
Action
Find RecordsQuery records from a selected Caspio table with an optional WHERE filter, ORDER BY, and limit. Returns the matching records.
Action
Find View RecordsQuery records from a Caspio View (a saved joined/filtered/aggregated dataset spanning tables). Optional WHERE / ORDER BY / limit.
Action
Upload File to FieldUpload a file (from a URL) into an Attachment-type field of a specific record. Table from a dropdown, the attachment field and record ID (the record's primary-key value) are supplied per call. Requires an Attachment-type column (not the legacy File type).
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.