Actionist·SignRequest
S

SignRequest

· #348 most-used

Send, sign, and act on documents — without the manual back-and-forth

ProductivityDocumentsFormsSecurityAutomation

SignRequest is an electronic signature platform that makes it fast, easy, and legally binding to get documents signed. Connect it to Actionist and your agents can dispatch signing requests from templates the moment a deal, hire, or vendor record is created; monitor signing events via webhooks and trigger downstream workflows within about a minute of a signature landing or being declined; download and file executed PDFs automatically; and keep your document queue clean by cancelling stale requests when deals change — all without anyone manually logging into the SignRequest dashboard.

Try SignRequest with ActionistVisit SignRequest
Average time saved
7 hours
per person · per month
≈ 1 workdays back

Eliminates manual work. Agents eliminate the manual cycle of selecting templates, dispatching documents, chasing signatures, downloading signed PDFs, and filing them to the right folders — tasks that repeat for every agreement across every department.

Schedule

What your SignRequest agent runs on autopilot

A week of scheduled jobs your Actionist agent will execute on your behalf.

28Scheduled jobs
7Agents at work
24/7Always on
Agents
Tue–Thu
Tue
Wed
Thu
7a
8a
9a
10a
11a
12p
1p
2p
3p
4p
5p
6p
Multi-app workflows

SignRequest × every other app you use

End-to-end automations that span multiple apps — each one a real business outcome.

6Workflows
7Apps spanned
~17 hrsSaved / week
5Personas served
For sales
Featured4 apps

Contract dispatched the moment a deal reaches proposal stage

When a deal reaches Proposal Sent in HubSpot, the agent selects the right contract template, dispatches it to the prospect via SignRequest, logs the send to the CRM, and schedules a follow-up task — all before the rep has refreshed the page. No deal moves to proposal without a contract in motion.

~5 hrs

Time saved for your team — every week, on autopilot

The flow
Trigger·When a HubSpot deal stage changes to Proposal Sent
Trigger
Step 1
HubSpot
Deal stage moves to Proposal Sent
read
Step 2
S
SignRequest
List document templates to select the correct contract
write
Step 3
S
SignRequest
Send SignRequest From Template to the prospect
write
Step 4
HubSpot
Log contract-sent timestamp to the deal record
write
Step 5
Google Calendar
Schedule a 48-hour follow-up task for the rep
write
Step 6
Slack
Post contract-sent notification to #deals channel
Result
Send SignRequest From Template to the prospectLog contract-sent timestamp to the deal recordSchedule a 48-hour follow-up task for the repPost contract-sent notification to #deals channel
The win
Saved per run
20 min
Runs / week
~15×
Zero proposals leave the pipeline without a tracked contract in flight
Driven bySales Agent
ROI

Savings

What your team gets back — two angles: what you stop doing manually, and what that's worth.

Without Actionist

What you do manually today

With Actionist

What your agent runs for you

  • Sales
    22 min / week
    Manual contract dispatch after deal stage change

    Reps manually open SignRequest, find the right template, enter the prospect's details, and send — often hours or days after the deal stage changes, letting momentum stall.

    Sales Agent
    0 min
    Agent dispatches contracts the moment a deal reaches proposal stage

    When a deal moves to Proposal Sent in HubSpot, the agent selects the right contract template and sends it via SignRequest — the prospect receives the document before the rep has refreshed the page.

  • Marketing
    15 min / week
    Manual agreement dispatch for each campaign partner

    Marketing coordinators manually prepare and send influencer or agency agreements one at a time through SignRequest, often after campaign kick-off has already started.

    Marketing Agent
    0 min
    Agent sends agency and influencer contracts automatically on campaign activation

    When a new partnership is confirmed in the CRM, the Marketing Agent dispatches the correct agreement template to the agency contact via SignRequest — signed before the first brief meeting.

  • Customer Support
    18 min / week
    Manual SLA document dispatch on escalation

    Support managers manually prepare SLA amendment documents in SignRequest each time a dispute escalates, then track signature status by checking the SignRequest dashboard periodically.

    Customer Support Agent
    0 min
    Agent sends and tracks SLA amendments automatically on escalation

    When a support ticket escalates to an SLA dispute, the Support Agent sends the revised agreement to both parties via SignRequest and monitors signing completion without any manual steps.

  • Human Resources
    25 min / week
    Manual offer letter and NDA dispatch per new hire

    HR coordinators manually prepare and send offer letters and NDAs through SignRequest for each new hire, often taking 1-2 business days after the offer is accepted.

    Human Resources Agent
    0 min
    Agent dispatches offer letters and NDAs the moment a hire is recorded

    When a candidate is marked as hired in the HRIS, the HR Agent sends the offer letter and NDA via SignRequest templates within minutes — paperwork is in flight the same day the offer is accepted.

  • Finance
    20 min / week
    Manual vendor agreement preparation per supplier

    Finance staff manually draft or select vendor agreement templates in SignRequest for each new supplier, often days after onboarding begins when procurement chases paperwork.

    Finance Agent
    0 min
    Agent dispatches vendor agreements on supplier creation

    When a new vendor is added to the procurement system, the Finance Agent sends the standard vendor agreement template via SignRequest immediately — agreements are signed before the first invoice arrives.

  • Operations
    30 min / week
    Manual post-signing document filing

    Operations team members manually download signed PDFs from SignRequest, rename them, and file them to the correct Google Drive folder after each signing event — a repetitive process for every completed agreement.

    Operations Agent
    0 min
    Agent files signed documents and updates records automatically

    When any document is signed, the Operations Agent downloads the PDF and files it to the correct Google Drive folder, updating the operations register — no manual downloading or folder navigation required.

  • Legal
    20 min / week
    Manual audit trail retrieval for compliance

    Legal team members manually open each signed document in SignRequest, download the audit trail PDF, and file it to the compliance folder — a multi-step process repeated for every agreement above the threshold.

    Legal Agent
    0 min
    Agent retrieves and files audit trails automatically for every signed agreement

    After each signing event, the Legal Agent retrieves the full SignRequest audit trail and files it alongside the executed PDF in the compliance folder — identity evidence on record before the document is ever referenced.

+ 100s of other SignRequest automations
Average time saved
15 hrs / person / month
Calculator

Calculate what your team saves

Team size
5 people
Hourly rate
$75 / hr
Hours saved / week
9
Hours saved / year
450
Annual ROI
$33,750

Based on SignRequest's typical team usage — the visible tasks plus a few other automations the agent runs: ~1.8 hrs / person / week of admin work automated.

Connect

How to plug SignRequest into Actionist

Pick the connection method that suits your environment.

Connect with a SignRequest API token for full agent access to send documents, use templates, receive webhook triggers, and download signed PDFs.

1
Open SignRequest API settings

Log in to SignRequest, click your profile in the top right and go to Settings → API tokens.

2
Generate and copy your API token

Click Create token, give it a descriptive name (e.g. Actionist), and copy the generated token. Treat it like a password.

3
Paste into Actionist and test

Paste the token into Actionist and click Test connection. Actionist runs a read-only verification call to confirm the handshake before any actions run.

Credentials you'll need
API token*
SignRequest → Settings → API tokens → Create token
Actions

13 actions your agent can call

Read and write operations available to your Actionist agent.

Triggers

3 events your agent can react to

Events your agent watches for, and the actions it kicks off in response.

FAQs

Questions about SignRequest + Actionist

How does Actionist connect to SignRequest?
Go to the Apps tab, find SignRequest, and click Connect. SignRequest uses an API key for authentication. Log in to your SignRequest account, navigate to Settings → API tokens, and generate a new token. Paste the token into Actionist and click Test connection — Actionist runs a read-only verification call before any agent actions run. Your token inherits the permissions of the account that generated it, so use a dedicated service account if you have multiple team members.
Can Actionist send signature requests using my SignRequest document templates?
Yes. The Send SignRequest From Template action lets your agent select any document template you have saved in SignRequest, populate the signer fields (name, email, role), and dispatch the signing request without anyone touching the SignRequest dashboard. Templates are created and managed inside SignRequest itself; Actionist uses them on demand whenever the template-based signing action fires.
What events can trigger an Actionist workflow from SignRequest?
SignRequest provides three webhook-based triggers available through Actionist: New Document Declined (fires within about a minute of a recipient declining to sign), New Document Received (fires when a signing request arrives in a recipient's inbox), and New Document Signed (fires within about a minute of the final required signature being captured). These let downstream workflows react immediately — notifying your CRM, creating a follow-up task, or filing the executed document — without polling the SignRequest API manually.
What are the most common automations teams run with SignRequest and Actionist?
The most common automation patterns are: (1) contract dispatch — when a deal reaches a certain stage in your CRM, the agent sends the relevant contract from a SignRequest template to the prospect automatically; (2) declined-document recovery — when a signer declines, the agent notifies the account manager and creates a follow-up task immediately, rather than letting the declination sit unnoticed; (3) post-signing actions — when all signers complete a document, the agent archives the signed PDF to Google Drive, updates the CRM record, and triggers the next stage of the deal or project; (4) new-hire paperwork — when an offer is accepted in your HR system, the agent sends the offer letter and NDAs for signature in one action.
What SignRequest account permissions does the agent need?
The agent needs an API token generated from a SignRequest account that has access to the documents and templates you want to automate. The token holder's account plan determines available features — for example, template-based sending requires a SignRequest Business plan. If you are sending on behalf of multiple team members, create the token from a shared service account so agent-dispatched documents appear consistently in one place rather than from individual user accounts.
Can I automatically trigger follow-up actions the moment a document is signed?
Yes. The New Document Signed trigger fires within about a minute of the last required signature being captured. You can use this to kick off any downstream action — moving a deal to Closed Won in your CRM, creating an invoice in your accounting tool, archiving the PDF to a shared drive folder, or sending a confirmation message to the signing parties via Slack. The trigger passes document metadata (document URL, signers, team) to the next steps in the workflow.
Are documents signed through SignRequest legally binding?
SignRequest documents are legally binding electronic signatures under the EU eIDAS regulation and the US ESIGN Act, among others. SignRequest generates an audit trail for every document showing timestamps, IP addresses, and signer identity verification steps. This audit trail is embedded in the signed PDF and available via the SignRequest dashboard. Actionist does not modify the document or the audit trail — it simply triggers the send and reads the outcome events via webhooks.
What happens when a signer declines — how does the agent respond?
When the New Document Declined trigger fires, Actionist can immediately run whatever recovery workflow you configure. Common responses include: posting an alert to the account owner's Slack channel with the signer's name and the document title; creating a follow-up task in your project management tool with a deadline for re-engagement; updating the deal stage in your CRM to 'Stalled — Awaiting Re-Sign'; or sending a personalised email from Gmail asking the signer to reach out if they have questions. Without automation, declinations often sit unnoticed in the SignRequest dashboard for days.