Connect SmartMatchApp to SignRequest

Both apps 41SmartMatchApp 28SignRequest 13

• Trigger
  New Client

  Triggers when a new client is created.

• Trigger
  New Client Note

  Triggers when a note is added to a client.

• Trigger
  New Task

  Triggers when a new task is created.

• Action
  Create Client

  Creates a new client in your SmartMatchApp agency and returns its ID.

• Action
  Create Client Match

  Creates a match between a client and another client and returns the match ID.

• Action
  Create Client Note

  Adds a note to a client and returns the note ID.

• Action
  Create Email Draft

  Creates an email draft and returns its ID.

• Action
  Create Task

  Creates a task and returns its ID.

• Action
  Create Task Note

  Adds a note to a task and returns the note ID.

• Action
  Delete Client

  Deletes a client.

• Action
  Delete Client Match

  Deletes a client match.

• Action
  Delete Client Note

  Deletes a client note.

• Action
  Delete Email Draft

  Deletes an email draft.

• Action
  Delete Task

  Deletes a task.

• Action
  Find a Client

  Returns clients, newest first, with paging.

• Action
  Get Client

  Returns a client's type, status, created date and assigned users.

• Action
  Get Client Note

  Returns one note on a client.

• Action
  Get Email Draft

  Returns an email draft.

• Action
  Get Task

  Returns a task with its board, status and folder.

• Action
  List Client Matches

  Returns a client's matches.

• Action
  List Client Notes

  Returns a client's notes.

• Action
  List Email Drafts

  Returns email drafts.

• Action
  List Tasks

  Returns tasks, optionally filtered by board, status or assignee.

• Action
  Update Client

  Updates a client's type, status flags or assigned users.

• Action
  Update Client Match

  Updates a client match's group, priorities, due dates or statuses.

• Action
  Update Client Note

  Updates a client note's content or date.

• Action
  Update Email Draft

  Updates an email draft's subject, message or campaign.

• Action
  Update Task

  Updates a task.

• Action
  Add document

  Creates a document in SignRequest from a file link, uploaded file content or a template, ready to be sent out for signature.

• Action
  Add document attachment

  Attaches a file to an existing SignRequest document, from a public link or from the file's contents.

• Action
  Cancel SignRequest

  Cancels a SignRequest that is still pending, so its signers can no longer sign the document.

• Action
  Delete document

  Deletes a document from your SignRequest team.

• Action
  Find documents by criteria

  Returns up to 100 SignRequest documents that match a search query, document name, signer email, status or ownership filter, newest or best match first.

• Action
  Get document

  Returns a single SignRequest document by its ID, including its status, signers, and temporary links to the original and signed PDFs.

• Action
  Get SignRequest

  Returns a SignRequest by its ID, including its signers and their signing status, the email subject and message, and the linked document.

• Action
  List documents

  Returns the documents in your SignRequest team, optionally filtered by status, external ID, sender, owner or date.

• Action
  List SignRequests

  Returns the signature requests in your SignRequest team, optionally filtered by sender email or by who signs.

• Action
  List templates

  Returns the templates available to your SignRequest team, with each template's name, ID and signer setup.

• Action
  Resend SignRequest

  Resends the signature request email to the signers of an existing SignRequest who have not yet signed.

• Action
  Send SignRequest

  Sends an existing SignRequest document out for signature to one or more signers, and returns the new SignRequest.

• Action
  Send SignRequest From Template

  Creates a document from one of your SignRequest templates and sends it to the signers you choose in a single step. Returns the new SignRequest with its signers and document.

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