An agreement from request to signature — the whole path on its own

From a filled form the scenario builds the agreement, runs approval, sends it for e-signature and stores the signed copy.

  • The document is built from a template
  • Approval and signature in a chain
  • A signed PDF for both parties
  • Every step tracked
Gmail
Connect the forms service and runScriptera

How it works

To pass leads from Formstack to Nextcloud automatically, use a ready-made scenario — no manual copying, no lost leads.

  1. Starts when: JotForm Trigger
  2. Then: Edit Fields
  3. Then: Copy and Rename File
  4. Then: Update New File
  5. Then: Get Clean Doc URL
  6. Then: Share Email Draft
  7. Then: Insert New Row
  8. Then: Get Relevant Agreement Record
  9. Then: Update Row - Approval Status
  10. Then: Download File as PDF
  11. Then: Upload PDF File
  12. Then: Grant Sharing Access to PDF File
  13. Then: Create Document in Signwell
  14. Then: Send Prepared Agreement to Client
  15. Then: Remove Sharing Access to PDF File
  16. Then: Update Row - Additional Doc Details
  17. Starts when: Check for Email Approval
  18. Then: Extract Full Email Thread - Completed Doc URL
  19. Then: Get Signwell Completed Doc URL + Data
  20. Then: Download Completed Doc from Signwell
  21. Then: Upload Completed Doc
  22. Then: Get Relevant Agreement Record2
  23. Then: Update Row - Completed Doc Details
  24. Then: Remove Completed Doc from Signwell
  25. Check: Merge Data
  26. Then: Send Client Completed Agreement PDF
  27. Starts when: Check Email for Completed Notification

You can launch this Formstack + Nextcloud integration in Scriptera: describe the task in plain words — the scenario is built, launched and monitored for you.

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