Formidable Forms + SignRequest Integration

Integrate Formidable Forms to SignRequest in one click, or tell Integrately AI how you want each submission handled. Trigger electronic signatures, update records, alert your team, and track document status automatically.

Free foreverFree forever.
Use premium features free for 14 daysUse premium features free for 14 days.
1.
  • Formidable Forms
    Form is submitted in Formidable Forms Instant
  • Formidable Forms
    Form is deleted in Formidable Forms Instant
  • SignRequest
    Document is signed in SignRequest Instant
  • SignRequest
    Signee viewed the document in SignRequest Instant
  • SignRequest
    Document is declined in SignRequest Instant
Arrow Right
2.
  • SignRequest
    Send sign request from template in SignRequest
  • SignRequest
    Send SignRequest in SignRequest

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Ready Workflows Ready Workflows for Formidable Forms + SignRequest Integration

Capture submissions, send sign requests, track document status, update your sheets, and alert your team, all in just one click.

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Connect more apps to your Formidable Forms + SignRequest flow

Send sign requests to clients, notify your team when documents are signed, and keep your business records fully updated. Pick a combination and activate it in one click.

Formidable Forms
SignRequest
+
WordPressWordPress (8)
+
SlackSlack (8)
+
Google SheetsGoogle Sheets (8)
+
GmailGmail (8)
+
HubSpotHubSpot (8)
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StripeStripe (8)
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Send a SignRequest for every Formidable Forms submission, and create a draft post in WordPress
Form submissions trigger instant sign requests in SignRequest while drafting a new post in WordPress, removing manual entry work.
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Trigger a SignRequest from Formidable Forms entries, and create a user account in WordPress
New form entries initiate sign requests in SignRequest and automatically provision a new user account in WordPress.
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When a form is submitted in Formidable Forms, send a sign request and update your WordPress post
Keep your WordPress site synchronized by updating existing posts whenever form submissions trigger sign requests.
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Send a SignRequest for form submissions, and create a new page in WordPress automatically
Automate document dispatch and page creation simultaneously following any new Formidable Forms entry.
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If a Formidable Forms submission requests partnership, send a sign request and create a private post in WordPress
Route partnership enquiries into automated sign requests and private WordPress records based on form criteria.
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When a form is submitted in Formidable Forms, send a sign request and publish a comment in WordPress
Log form activities and initiate document signing while publishing comments directly on your WordPress site.
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Use ChatGPT to summarise Formidable Forms submissions, send a sign request, and save the summary in WordPress
AI analyses form submissions before sending sign requests and saving structured briefs to WordPress.
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Send a SignRequest from form entries, create a WordPress post, and notify your team in Slack
Complete a 4-step pipeline that triggers agreements, publishes WordPress records, and alerts Slack channels.

Supported triggers and actions for Formidable Forms and SignRequest

Mix and match to build the exact automation you need

Formidable Forms
Formidable Forms Triggers & Actions
Instant
Form is submitted in Formidable Forms
Triggers the automation when a form is filled
Try it →
Instant
Form is deleted in Formidable Forms
Triggers the automation when a form is deleted
Try it →
No action is available
SignRequest
SignRequest Triggers & Actions
Instant
Document is signed in SignRequest
Triggers the automation when a document is signed
Try it →
Instant
Signee viewed the document in SignRequest
Triggers the automation when a signer views the document
Try it →
Instant
Document is declined in SignRequest
Triggers the automation when a document is not approved
Try it →
Send sign request from template in SignRequest
Sends a sign request using a template
Try it →
Send SignRequest in SignRequest
Sends a sign request
Try it →

What can you automate with Formidable Forms + SignRequest?

Streamline your document workflows by automatically dispatching sign requests, updating records, and notifying your team upon every form submission.

What you can automate?
🚀
Trigger sign requests from form entries
Send a SignRequest automatically the moment a user submits a form in Formidable Forms. Eliminate manual data re-entry and accelerate your agreement cycle.
📝
Capture every submitted field in your documents
Map custom form fields directly into your sign requests so client details populate accurately every time. Ensure no critical information is left out of your contracts.
🔔
Notify your team the instant requests go out
Alert your sales or admin team on Slack or via email as soon as a form triggers a new document signature process. Keep everyone aligned on incoming client actions.
🔀
Route sign requests based on form choices
Send different agreement templates or route documents to specific departments depending on the options selected in the Formidable Forms submission.
🔄
Keep your records updated across platforms
Automatically update customer status in your CRM or spreadsheet when documents move through your pipeline. Maintain a single source of truth for all client interactions.
🔍
Upsert records without creating duplicates
Search existing contacts or agreement files before adding new entries, updating current profiles instead of cluttering your system with duplicate records.
✍️
Automate workflows when documents are signed
Trigger downstream actions such as updating deal stages or notifying managers the moment a SignRequest document is officially signed or declined.
🌐
Extend your workflow to HubSpot and Slack
Connect your form sign-off process with HubSpot to track deals and Slack to alert channels, creating a multi-step pipeline that runs entirely on autopilot.
And much more...

Who is Formidable Forms + SignRequest integration for?

Connecting Formidable Forms and SignRequest streamlines agreement workflows for teams managing client onboarding, sales contracts, and document approvals without manual delays.

Marketing Analysts
Marketing Analysts
Sales Representatives
Sales Representatives
Account Managers
Account Managers
Operations Teams
Operations Teams
Legal and Compliance Officers
Legal and Compliance Officers
Administrative Staff
Administrative Staff
📊
Marketing Analysts
You're reviewing form submission counts and agreement conversion rates in your reports, but manual tracking leaves your numbers outdated until someone exports the data — with this integration, every submission updates your metrics instantly and your reports stay accurate.
Sales Representatives
You're waiting for potential clients to complete intake forms before initiating paperwork, but delays in manual outreach mean prospects go cold before signing — connecting these apps means every form submission triggers a sign request immediately so you close deals faster.
🤝
Account Managers
You're onboarding new clients who constantly ask for agreement status updates, but searching through separate tools causes frustrating delays — automating both apps means signed documents log automatically and client inquiries receive instant, accurate answers.
📋
Operations Teams
You're handling dozens of daily client applications that require manual document generation, but high volume leads to missed paperwork — with this integration, every form submission dispatches a sign request automatically without human bottleneck.
⚖️
Legal and Compliance Officers
You're reviewing executed agreements to ensure all legal terms are met, but incomplete handovers from web forms create blind spots in your audit trail — automating both apps means every signed document lands in your repository with complete submission data.
🗂️
Administrative Staff
You're compiling records of completed client contracts and form entries, but manual filing inevitably results in missing documents and broken links — integrating these apps means every record matches up precisely and your database remains error-free.
Our team

Ready Workflows 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 Formidable Forms + SignRequest

Build and manage your Formidable Forms + SignRequest automations with ready-made flows, AI assistance, 24x5 reliable human support, and enterprise-grade security.

1,500+ apps connected
1,500+ apps connected
Connect Formidable Forms + SignRequest with email, CRM, messaging, finance, support, and other tools whenever your process needs another step.
20M+ Ready Automations
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
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
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
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
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?

How Integrately Works?

1
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2
Connect Accounts
Connect Accounts
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3
Automation is ready
Setup an action from Trello
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Frequently Asked Questions

How do I connect Formidable Forms to SignRequest?
Frequently Asked Questions
You can connect Formidable Forms to SignRequest in 1 click using ready workflows on Integrately, or use Integrately AI to build custom multi-step automations involving apps like WordPress, Slack, Google Sheets, Gmail, HubSpot, and Stripe.
Can I automatically send a SignRequest when a form is submitted in Formidable Forms?
Frequently Asked Questions
Can I connect Formidable Forms, SignRequest, and Slack?
Frequently Asked Questions
What is a good Zapier alternative for Formidable Forms and SignRequest?
Frequently Asked Questions
How does Formidable Forms handle form submission data in integrations?
Frequently Asked Questions
How are electronic signatures tracked in SignRequest during automations?
Frequently Asked Questions
Do I need coding skills to automate Formidable Forms and SignRequest?
Frequently Asked Questions
Is the Formidable Forms and SignRequest integration free?
Frequently Asked Questions
Didn't find the answer you were looking for?
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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 Formidable Forms or SignRequest With 1500+ Other Apps

Formidable Forms
Popular Formidable Forms Integrations
Connect Formidable Forms with CRMs, email marketing tools, and databases to capture leads and streamline data collection.
SignRequest
Popular SignRequest Integrations
Sync SignRequest with document storage, invoicing, and project management tools to manage agreements across your business stack.