Signed contracts as Airtable records

Set it up

1. 1

   Build the table

   Add fields for what you want to keep: Customer, Email, Job address, Contract price, Signed on and Envelope ID.

2. 2

   Create the automation

   In your base, open Automations, add a trigger and choose When webhook received. Airtable shows the webhook URL; copy it.

3. 3

   Add it in SignMaster

   In Settings › Developers › Webhooks, add an endpoint with that URL and tick envelope.completed.

4. 4

   Send a real sample

   Airtable needs a sample request to learn the fields. Sign a test contract made from your template, then choose Run test in Airtable so it picks up the message.

5. 5

   Create the record

   Add a Create record action, pick the table and map each field from the webhook body: data, then fields_by_label, for the answers, and data, then envelope, for the ID and completed_at date.

6. 6

   Turn it on

   Switch the automation on. From now on, every completed contract arrives as a record.

For example, a pool service company gets a record each time a customer signs a season agreement: name, address, pool type, start date and the gate code the customer typed in. The service team filters the table by start date to plan the first week's routes.

Good to know

• Anyone with the webhook URL can create records, and Airtable doesn't check signatures on this trigger, so keep the URL private.
• Each webhook run counts toward your Airtable plan's automation runs, and Airtable accepts up to five requests a second. If it turns one away, SignMaster retries later.
• Airtable caps each request at 100 KB. A SignMaster message is usually a few kilobytes, so only very large templates come anywhere near it.
• Sending from several templates? Add a condition on data.envelope.template_id, or give each template its own endpoint and automation.

When to use Zapier or Make instead

The signed PDF link in data.signed_pdf.url stops working after 24 hours, so a URL field won't keep the document. Zapier's Airtable Create Record and Make's Create a Record can put the file itself into an attachment field. They can also check for an existing record first, with Zapier's Find Record or Make's Search Records, so a message that arrives twice doesn't add a second row.

If you only need a list for reporting, a template's Responses tab exports every answer to CSV, which Airtable can import into a new table.