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Re: Using Make to save a signed document in SignRequest as an attachment in Air Table

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Yaron_Avramov
6 - Interface Innovator
6 - Interface Innovator

I already have an automation using a webhook, that when I add a new record in a certain table, a sign request is created and sent to the relevant email address. 

What I need to do now is after the document is signed by the recipients, save it as an attachment on the same record.

Any idea how it can be done?

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TheTimeSavingCo
18 - Pluto
18 - Pluto

Looks like they've got webhooks for when something's signed: https://signrequest.com/api/v1/docs/#tag/webhooks

If they include the file there in some form you could try uploading that into Airtable?  If it's a public facing URL that'd work out of the box, if not you'd need to upload it somewhere like Google Drive and then pass Airtable that link instead

If they don't include the file, you could try doing an API call to grab the document directly since the document endpoint appears to return the file URL: https://signrequest.com/api/v1/docs/#tag/documents

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TheTimeSavingCo
18 - Pluto
18 - Pluto

Looks like they've got webhooks for when something's signed: https://signrequest.com/api/v1/docs/#tag/webhooks

If they include the file there in some form you could try uploading that into Airtable?  If it's a public facing URL that'd work out of the box, if not you'd need to upload it somewhere like Google Drive and then pass Airtable that link instead

If they don't include the file, you could try doing an API call to grab the document directly since the document endpoint appears to return the file URL: https://signrequest.com/api/v1/docs/#tag/documents