Triggers

Add Members to Project

Data sent to CudaSign, when the user adds one or more members to a specific project.

New Task

Data sent to CudaSign, when the user creates a new task in the project.

Create Task Comment

Data sent to CudaSign, when the user added a new comment in the task of the project.

Create Global Comment

Data sent to CudaSign, when the user added a new comment.

New Activity

Data sent to CudaSign, when the user performs any activity.

New Task Activity

Data sent to CudaSign, when the user performs any activity on the particular task of the project.

Actions

Send Invite

Send an invite to sign a document.

Upload Document

Creates a new document.

Create Document From Template & Send Role-based Invite

Send role-based invites by creating documents from existing templates, including mapped text and dropdown fields.

Upload Document & Extract Fields

Creates a new document and converts field tags to CudaSign fields.