Helping you save time by integrating automations, without changing your habits, is the goal of Edusign!

Discover how to send a document using a trigger. Specifically, adding a learner on Edusign or any other action requiring a trigger.

In this article, you will find:

📽 A video guide

✍️ A written guide:

1️⃣ Create a webhook
2️⃣ Add the webhook to Edusign
3️⃣ Select a document to send

To start, visit Make and create a free account. This automation solution allows you to create modules necessary for automating your data.

In Make, select the module named “Webhook” and click on “Custom Webhook”.

The newly assigned webhook has a URL, which you will copy and paste into Edusign to define how and where to send information.

In your Edusign admin account, go to the settings tab, “API”, where you will find “Add a webhook” at the bottom left of the page.

This allows you to paste the link assigned to your webhook by clicking on "On student created" and save it.

Back in Make, you will add a new module "Get student" that will provide more information about the student just added to Edusign.

You will be able to fill in fields, particularly the "Student ID" which usually comes from the previous module.

To set up your document, select a new module on Make.

➡️ To select a document to send, refer to the article Send a locked sheet to Google Drive!