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Connect SignerX to Formatting

Automate workflows and sync data between SignerX and Formatting with AI-powered automation

5-minute setup
Enterprise secure
No coding required

Why Connect SignerX & Formatting?

Intelligent Automation Workflows

Leverage 3 available triggers from SignerX to execute 22 targeted actions in Formatting automatically.

Eliminate Manual Data Entry

Replace time-consuming manual processes with intelligent automation that keeps SignerX and Formatting perfectly synchronized.

Real-time Business Intelligence

Create a unified data flow between SignerX and Formatting for instant insights and improved decision-making across your tech stack.

Available Triggers & Actions

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SignerX

Triggers (3)

New Package Created

Emit new event when a package is newly created.

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New Package Published

Emit new event when a package is published.

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New Package Signed

Emit new event when a package has been signed.

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Actions (3)

List Package ID Options

Retrieves available options for the Package ID field.

Send Template Signatures

Add a recipient to a template and invite to sign. See the documentation

Upload Package

Quickly create a draft for a new package/document by uploading a file or providing a file_url to a PDF document. See the documentation

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Formatting

Actions (22)

[Data] Convert JSON to String

Convert an object to a JSON format string

[Data] Parse JSON

Parse a JSON string

[Date/Time] Add/Subtract Time

Add or subtract time from a given input

[Date/Time] Compare Dates

Get the duration between two dates in days, hours, minutes, and seconds along with checking if they are the same.

[Date/Time] Format

Format a date string to another date string. For more examples on formatting, see the Sugar Date Format documentation.

[Numbers] Format Currency

Format a number as a currency

[Numbers] Format Number

Format a number to a new style. Does not perform any rounding or padding of the number.

[Text] Convert HTML to Markdown

Convert valid HTML to Markdown text

[Text] Convert HTML to text

Convert valid HTML to text

[Text] Convert Markdown to HTML

Convert Markdown text to HTML

[Text] Decode URL

Decode a URL string

[Text] Encode URL

Encode a string as a URL

[Text] Extract by Regular Expression

Find a match for a regular expression pattern. Returns all matched groups with start and end position.

[Text] Extract Email Address

Find an email address out of a text field. Finds the first email address only.

[Text] Extract Number

Find a number out of a text field. Finds the first number only.

[Text] Extract Phone Number

Find a complete phone number out of a text field. Finds the first number only.

[Text] Extract URL

Find a web URL out of a text field. Finds the first URL only.

[Text] Replace Text

Replace all instances of any character, word or phrase in the text with another character, word or phrase.

[Text] Set Default Value

Return a default value if the text is empty

[Text] Split Text

Split the text on a character or word and return one or all segments

[Text] Transform Case

Transform case for a text input

[Text] Trim Whitespace

Removes leading and trailing whitespace

Integration Features

Real-time data synchronization
Bi-directional sync capabilities
Custom field mapping
Advanced filtering options
Error handling & retry logic
Activity monitoring & logs

Popular Workflows

When SignerX trigger → Create/Update in Formatting

Most Popular
SignerXSignerX

New Package Created

FormattingFormatting

[Data] Convert JSON to String

How It Works

1

Connect Apps

Authenticate your SignerX and Formatting accounts

2

Map Fields

Choose which data fields to sync between apps

3

Set Triggers

Define when and how data should be synchronized

Automate

Sit back and let AI handle the automation

Frequently Asked Questions

Integration Benefits

Real-time Data Sync

Automatic synchronization between SignerX and Formatting with 3 public triggers available for instant updates.

Automated Actions

Execute 25 public actions automatically across both platforms without manual intervention.

Enterprise Security

Industry-standard encryption, OAuth 2.0 authentication, and SOC 2 compliance for secure data transfer.

Quick Setup

Connect SignerX and Formatting in minutes with our guided setup wizard and pre-configured templates.

Custom Field Mapping

Map any field between SignerX and Formatting with intelligent suggestions and validation.

Error Handling

Automatic retry logic, detailed error logs, and smart notifications keep your integration running smoothly.

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Reverse Integration Available

Also connect Formatting to SignerX for bidirectional automation

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All SignerX Integrations

Explore all available SignerX connections

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All Formatting Integrations

Explore all available Formatting connections

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Ready to Connect SignerX & Formatting?

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