STEP 1
Connect Form.io and SignRequest
Save credentials in WEXTL once. We store them encrypted and reuse the authorization across every workflow [3]. No coding or API skills required.
Form.io and SignRequest Integration
Connect Form.io and SignRequest to automate productivity workflows. Trigger events from one app, run actions in the other and use AI to make smart decisions. Integrate apps in 3 simple steps - no code required.
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Learn about Form.io and SignRequest
Detailed info you need to know about Form.io and SignRequest integrations in WEXTL. Explore which modules apps support and how you connect them.
Form.io
Enterprise form and data management platform for building forms, collecting submissions, and managing projects. [5]
SignRequest
Electronic signatures for teams, with templates and document signing. [6]
How to connect Form.io to SignRequest
Set up your Form.io and SignRequest integration in 3 simple steps [2] — no coding required. Up to 10 minutes setup.
STEP 2
Build a workflow
Paste selected Form.io and SignRequest nodes onto the canvas [4], or describe what you want and WEXTL wires the flow together with AI Builder.
STEP 3
Map your data
Choose which fields need to sync between Form.io and SignRequest. Use filters or leverage a JS custom code step in between — everything is on the canvas.
How does the integration between Form.io and SignRequest work in WEXTL?
WEXTL exposes actions and triggers for Form.io and SignRequest that help you connect apps and automate repetitive tasks [1]. A trigger is an event that happens, an action — a step that performs when the event has occurred.
Form.io triggersSignRequest actions
Form.io modules
- Accept Team InviteAccepts team invite.
- Add Team MemberCreates team member.
- Check Submission ExistsChecks submission exists.
- Create FormCreates form.
- Create Form ActionCreates form action.
- Create Platform UserCreates platform user.
- Create ProjectCreates project.
- Create Project AdminCreates project admin.
- Create Project VersionCreates project version.
- Create RoleCreates role.
- Create StageCreates stage.
- Create SubmissionCreates submission.
- Create TeamCreates team.
- Create TenantCreates tenant.
- Delete Blob (Azure)Deletes blob (azure).
- Delete File (Google Drive)Deletes file (google drive).
- Delete File (S3)Deletes file (s3).
- Delete FormDeletes form.
- Delete Form ActionDeletes form action.
- Delete ProjectDeletes project.
- Delete Project AdminDeletes project admin.
- Delete Project VersionDeletes project version.
- Delete RoleDeletes role.
- Delete StageDeletes stage.
- Delete SubmissionDeletes submission.
- Delete TeamDeletes team.
- Delete TenantDeletes tenant.
- Delete Uploaded PDFDeletes uploaded pdf.
- Deploy Version To StagePerforms deploy version to stage.
- Export Form DefinitionExports form definition.
- Export ProjectExports project.
- Generate PDF From SubmissionGenerates pdf from submission.
- Get Action TypeReturns action type.
- Get Aggregated ReportReturns aggregated report.
- Get Download File (Dropbox)Returns download file (dropbox).
- Get Download File (Google Drive)Returns download file (google drive).
- Get Download SAS URL (Azure)Returns download sas url (azure).
- Get Download URL (S3)Returns download url (s3).
- Get FormReturns form.
- Get Form ActionReturns form action.
- Get Form DraftReturns form draft.
- Get Form RevisionReturns form revision.
- Get PDF Download TokenReturns pdf download token.
- Get PDF FileReturns pdf file.
- Get PDF HTMLReturns pdf html.
- Get ProjectReturns project.
- Get Project AccessReturns project access.
- Get Project AdminReturns project admin.
- Get Project VersionReturns project version.
- Get RoleReturns role.
SignRequest modules
- Cancel a SignRequestCancels a signature request that is not finished yet.
- Create a DocumentCreates a document from a file, a public link, or a template.
- Create a Document AttachmentAdds a reference file to a document before the signature request is sent.
- Create a SignRequestCreates a signature request for a document and sends it to the signers.
- Create a TeamCreates a team with a name and a subdomain.
- Delete a DocumentDeletes a document for the sender.
- Delete a TeamDeletes a team.
- Forward a SignRequestForwards a signature request from one signer to a different email address.
- Get a DocumentReturns a single document, including its signing status and download links.
- Get a Document AttachmentReturns a single document attachment and its download link.
- Get an EventReturns a single document event.
- Get a SignRequestReturns a single signature request and its signers.
- Get a TeamReturns a single team, including its callback URL and members.
- Get a Team MemberReturns a single team member.
- Get a TemplateReturns a single template and its signer placeholders.
- Invite a Team MemberInvites a person to a team by email.
- List API TokensRetrieves the API tokens on this account.
- List Audit EventsRetrieves login and password-reset activity.
- List Document AttachmentsRetrieves files attached to documents for signers to read.
- List DocumentsRetrieves a list of documents in the account.
- List EventsRetrieves events SignRequest recorded for documents.
- List SignRequestsRetrieves a list of signature requests.
- List Team MembersRetrieves people who belong to the teams this token can access.
- List TeamsRetrieves teams this token can access.
- List TemplatesRetrieves templates created in SignRequest.
- Make an API CallPerforms an arbitrary authorized API call.
- Quick Create a SignRequestCreates a document and sends a signature request for it in one step.
- Resend a SignRequest EmailSends the signature request again to signers who have not signed.
- Search DocumentsSearches documents by name, signer, or status.
- Update a TeamUpdates a team's name, phone, color, or event callback URL.
- Watch SignRequest EventsTriggers when the selected SignRequest event occurs.
Frequently asked questions
Common questions about connecting Form.io and SignRequest.
Connect your Form.io and SignRequest accounts once, pick a trigger in one app and an action in the other, then map the fields so data flows automatically between them. [3]
Example: when Form.io's "Watch New Submissions" fires, WEXTL can "Cancel a SignRequest" in SignRequest. Form.io has 3 triggers (including Watch New Submissions, Watch Submissions, and Watch Updated Submissions); SignRequest has 30 actions (including Cancel a SignRequest, Create a Document, and Create a Document Attachment). Add filters and transforms between steps when you need them. [1]
Yes — the integration works in both directions. Use each app's triggers to start a workflow and the other app's actions to update it. [2]
No. Form.io-to-SignRequest automations are built visually on the canvas. You can optionally add custom JavaScript with Functions when you need advanced logic. [4]
Yes. Trigger-based automations start the moment Form.io (or SignRequest) fires a new event — webhook-backed apps run within seconds, and polling-only apps re-check on a schedule you control. [7]
A first automation typically takes 5–10 minutes: connect each app's credential once, drop a trigger + action onto the canvas, map the fields, and turn the workflow on.
You can build your Form.io + SignRequest automation on a 3-day trial with every feature unlocked. Cancel anytime. For your protection, a small deposit is charged to your card when your trial starts. It counts toward your first payment and is non-refundable. [8]
References
List of sources used to gather information about the Form.io and SignRequest integration.
- Form.io and SignRequest integration source code, module specs and credentials implementation.
- Our Form.io and SignRequest integration documentation, structured input and output parameters, scopes, and authentication methods.
- Official vendor API documentation for Form.io and SignRequest — used to verify field meanings, authentication flows, and anything our own specs don't fully capture.
- WEXTL® visual workflow builder, anonymized data from our technical support team.
- Form.io integration information
- SignRequest integration information
- WEXTL® Scheduling
- WEXTL® Pricing and Trial
- WEXTL® Apps Library