CornerSpot can react to your e-signature activity for you. Using the Automations builder, you pick an e-sign event as the trigger, then add one or more actions that run whenever that event happens — no manual follow-up required. This guide shows you how to build one.
Where e-signature automations live
Automations are managed at /dashboard/automations, opened from Automations in the left-hand menu. Each automation is a workflow: one trigger plus a sequence of steps. E-signature automations require the E-Signatures feature on your plan.
The e-signature triggers and actions
You can start an automation from any of these e-sign triggers:
- Envelope sent — the envelope went out for signature.
- Envelope viewed — a recipient opened it.
- Recipient signed — one recipient completed their part.
- Envelope completed — everyone has signed.
- Envelope declined — a recipient declined to sign.
- Envelope voided — the envelope was voided.
- Envelope expired — its signing window lapsed.
And these e-sign actions in response:
- Void envelope — voids the triggering envelope (you can include a reason).
- Remind recipients — emails a reminder to anyone who hasn’t finished yet.
You can also pair these with general-purpose actions — including Send HTTP request (a webhook) to push the event to your own systems.
How to build an e-signature automation
1. Open Automations
From the dashboard, select Automations in the left-hand menu to open your list of workflows.
2. Create a new automation
Click New automation to open the side panel. Give it a clear Name and choose the Trigger — the e-sign event that starts it. In this example we use E-sign — Envelope completed.
3. Click “Create & build”
Select Create & build to create the workflow and open the builder, where you’ll see the trigger at the top and an Add step button beneath it.
4. Add an action
Click Add step and pick an action from the list. The e-sign actions are Void envelope and Remind recipients — here we choose Remind recipients.
5. Add a webhook (optional)
You can chain more steps. Add another step and choose Send HTTP request to post the event to an external URL — useful for powering other automation flows in your own tools. Set the Method and the endpoint URL, then click Done. CornerSpot sends the request automatically each time the automation runs; the receiving system processes it on its end.
6. Save your automation
Click Save draft to keep your work. When you’re ready for it to run, click Activate — from then on it runs automatically on every matching e-sign event.
Practical examples
- Notify your team when a contract is completed — trigger on Envelope completed and send an HTTP request to your chat or task tool.
- Chase stalled signers — trigger on Envelope sent (or viewed) and run Remind recipients to nudge anyone who hasn’t finished.
- Clean up automatically — trigger on a deal or status change and Void envelope when a contract is no longer needed.
Tips
- Save as a draft while you build, then Activate when it’s ready — drafts don’t run.
- Use Test in the builder to dry-run the workflow without any side effects.
- For webhooks, point the URL at an endpoint you control and confirm it’s receiving requests on its side.