Send SignRequest signrequest for new Cognito Forms entry
Cognito Forms + SignRequest Integration
Cognito Forms + SignRequest Integration
Integrate Cognito Forms to SignRequest in one click, or tell Integrately AI how you want each form submission handled. Send electronic signature requests automatically, track document status, and notify your team.
Free forever.Use premium features free for 14 days.1.
Entry is created in Cognito Forms Instant- Entry is updated in Cognito Forms Instant
Document is signed in SignRequest Instant- Signee viewed the document in SignRequest Instant
- Document is declined in SignRequest Instant
2.
- Send sign request from template in SignRequest
- Send SignRequest in SignRequest
Trusted by experts at...
Ready Workflows for Cognito Forms + SignRequest Integration
Send sign requests from form submissions, track viewing status, handle declined documents, and update records, all in just one click.
Most popular automation
- 1of1
Got a different automation in mind? Describe it and let Integrately AI build it for you.
Connect more apps to your Cognito Forms + SignRequest flow
Send form submissions into your CRM, log data in spreadsheets, alert your team, and track payments. Pick a combination and activate it in one click.
+
Google Drive (6)
Google Drive (6) +
HubSpot (6)
HubSpot (6) +
Google Sheets (6)
Google Sheets (6) +
Slack (6)
Slack (6) +
Gmail (6)
Gmail (6) +
Stripe (6)
Stripe (6) C
S
G
Send a SignRequest when a Cognito Forms entry is created, and save the submission details in Google Drive
Form entries instantly trigger a SignRequest while saving submission backups in Google Drive without manual exporting.
S
G
C
When a SignRequest document is signed, upload the signed PDF to Google Drive and create a dedicated client folder
Signed documents automatically find their way into Google Drive folders, keeping your archives up to date instantly.
C
G
S
If a Cognito Forms entry includes uploaded attachments, save them to Google Drive before sending a SignRequest
Client attachments submitted through forms are safely stored in Google Drive prior to sending out signature requests.
C
C
G
S
Use Claude to summarize Cognito Forms submissions, save the brief in Google Drive, and send a SignRequest
AI-generated summaries of form entries are stored in Google Drive while simultaneous signature requests go out.
S
G
C
When a SignRequest document is declined, save the decline notice in Google Drive and create a review folder
Declined agreements are logged in Google Drive with dedicated review folders for follow-up documentation.
C
G
S
When a Cognito Forms entry is updated, update the corresponding file in Google Drive and send an updated SignRequest
Updated form submissions refresh stored files in Google Drive and trigger revised signature requests.
Supported triggers and actions for Cognito Forms and SignRequest
Mix and match to build the exact automation you need
What can you automate with Cognito Forms + SignRequest?
Streamline your form collection and electronic signature workflow from initial submission to final execution.
⚡
Trigger electronic signatures from form submissions
Automatically send a SignRequest the moment a user submits an entry through Cognito Forms. Eliminate manual document preparation and speed up your contracting cycle.
📋
Capture every submitted form field
Map all custom form questions and answers directly into your document templates. Ensure every specific detail collected on your website is accurately reflected in agreements.
🔔
Alert your team instantly on completion
Notify internal channels or specific team members the moment a client signs or submits a document. Keep stakeholders informed without checking dashboards manually.
🔀
Route requests based on form answers
Send different contract templates or trigger specific follow-up actions depending on the tier, product, or department selected in the Cognito Forms submission.
🔄
Keep document status updated in real time
Reflect document milestones—sent, viewed, signed, or declined—across your connected tracking spreadsheets and databases automatically.
🔍
Match and update existing records
Lookup existing client records when a form entry is updated, preventing duplicate entries and keeping your database clean.
📄
Handle later signature lifecycle events
Trigger automated follow-ups when documents are declined, archive completed PDFs when signed, and maintain a complete audit trail of every interaction.
🌐
Extend your workflow to team apps
Connect your Cognito Forms and SignRequest workflow with communication tools like Slack, CRM platforms like HubSpot, or storage tools like Google Drive in one click.
And much more...
Who is Cognito Forms + SignRequest integration for?
Teams collecting form submissions and managing electronic signatures save hours and eliminate manual handoffs by connecting Cognito Forms and SignRequest.
Performance analysts
Sales representatives
Client success managers
Operations managers
Project managers
Compliance officers
📈
Performance analysts
You're compiling form entry metrics and contract completion rates into weekly reports, but the numbers are always stale because someone has to export data by hand — automating both apps means every new submission and signature updates your reports instantly and your metrics stay current.
⚡
Sales representatives
You need to dispatch contracts the moment a prospect submits their details, but you find out about new leads hours too late — this integration means every Cognito Forms entry triggers a SignRequest immediately and your closing speed increases.
🤝
Client success managers
You answer to clients who want to see onboarding progress and signed agreements right away, but manual document tracking creates constant bottlenecks — connecting these apps means every document status update is reflected instantly and client reviews run smoothly.
📋
Operations managers
The volume of inbound form submissions and document requests is too high for anyone to keep up with by hand, leading to missed contracts — automating both apps means every submission flows into SignRequest without manual intervention and your workload becomes manageable.
🔄
Project managers
You own project kickoffs and depend on prospective clients submitting forms and signing agreements before work can start, but manual handoffs cause delays — connecting these apps means signed documents trigger downstream tasks instantly and project initiation is accelerated.
🛡️
Compliance officers
You need a reliable audit history of every form submission and signed contract, but manual record-keeping keeps leaving gaps in your archives — automating both apps means every event is logged accurately and your compliance records remain complete.
Did you know?
Our team can create automations for you... At no extra cost!
Tell us what type of automation you want to make?
Why choose Integrately to automate Cognito Forms + SignRequest
Build and manage your Cognito Forms + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.
1,500+ apps connected
Connect Cognito Forms + SignRequest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
Start with 20 million+ proven automation templates instead of building everything from scratch. Pick the closest flow, connect your accounts, and automate in minutes.
AI that builds your automations
Describe your workflow in plain English. Integrately AI builds it, maps fields, adds conditions, and even lets you edit it through chat.
24x5 Live Chat Support
Chat with a real person and get reply within 2-5 minutes. No bots, no tickets, no waiting — just real help, right when you need it.
Free done-for-you setup
Tell our team what you need and we will help set up the automation in your account at no extra cost on any plan.
Secure by design
SOC 2 Type II and ISO 27001:2022 certified, with GDPR-compliant data practices. Your data and credentials are handled using recognised security and privacy standards.
How Integrately Works?
1
Select Automation
2
Connect Accounts
3
Automation is ready
Connect Cognito Forms + SignRequest Now 
In Just 1 Click!
Price Comparison with Popular Alternatives
Popular Alternative
😐
750 Tasks
in $19.99
Integrately
😍
2,000 Tasks
in $19.99
Trusted by 42,000+ Customers
Highest Rated Integration Platform on G2
P
ProductHunt
Most upvoted product of the month
Connect Cognito Forms + SignRequest Now
In Just 1 Click!
Frequently Asked Questions
How do I connect Cognito Forms to SignRequest?
You can connect Cognito Forms to SignRequest in just 1 click using ready-made workflows on Integrately, or use Integrately AI to build custom automations linking your apps with Google Sheets, Slack, and Gmail.
Can I automatically send a signature request when a form is submitted?
Can I connect Cognito Forms, SignRequest, and HubSpot?
What is a good Zapier alternative for Cognito Forms and SignRequest?
How does Cognito Forms data get passed into SignRequest documents?
What happens when a document is signed in SignRequest?
Do I need coding skills to automate Cognito Forms and SignRequest?
Is the Cognito Forms and SignRequest integration free?
Didn't find the answer you were looking for?
No worries — just send us a message and we’ll get back to you as soon as possible.
Want to automate something else in your workflow?
You Can Also Connect Cognito Forms or SignRequest With 1500+ Other Apps
Popular Cognito Forms Integrations
Connect Cognito Forms to CRMs, email tools, and spreadsheets to capture and organize leads instantly.
See All
Cognito Forms Integrations
Cognito Forms Integrations
No popular apps found
Popular SignRequest Integrations
Sync SignRequest with document storage, billing, and team communication tools to streamline contract workflows.
See All
SignRequest Integrations
SignRequest Integrations
No popular apps found
