Workflow Use Cases

Build workflows that work

Combine forms, eSignatures, and automation to streamline every process. From onboarding to compliance, see how Unlayered powers your workflows.

Common workflow patterns

Real-world automation examples using forms and eSignatures

Collect information, send documents, get signatures, and route data. All automatically.

Customer onboarding: Intake forms → contracts → payment → activation

Employee onboarding: Personal info → tax forms → handbook signature → system access

Vendor onboarding: Registration → W-9 → insurance docs → approval workflow

Multi-step review processes with conditional routing and eSignature triggers.

Internal approvals: Purchase requests → manager review → finance sign-off

Multi-step reviews: Content approval → legal review → final signature

E-signature triggers: Auto-send contracts when approval is granted

Send → Sign → Track → Archive. Perfect for your forms + signature stack.

Sales contracts: Quote form → generate contract → eSign → CRM update

Service agreements: Intake form → customized agreement → signature → archive

NDAs & legal docs: Request → generate → multi-party sign → store securely

Collect structured data, qualify leads, and route submissions automatically.

Client intake: Initial form → qualification → assignment → follow-up

Service requests: Submit request → triage → assignment → tracking

Applications & registrations: Apply → review → approval → notification

Capture consent, acknowledgments, and regulatory documentation with full audit trails.

Policy acknowledgments: Send policy → track viewed → capture signature

Consent forms: Present terms → require checkbox → timestamped signature

Regulated workflows: GDPR and FINRA ready data collection

Form submissions → routing → transformations → destinations. No code required.

CRM sync: Form data automatically creates leads in Salesforce, HubSpot

Database updates: Submit form → validate → transform → update records

Webhook routing: Send form data to any API endpoint with custom payloads

Combine forms, signatures, API calls, conditional logic, and notifications.

Conditional routing: Route based on form answers, user roles, or data values

Sequential steps: Form → approval → signature → payment → confirmation

Parallel processing: Send to multiple reviewers, collect all signatures

Embed forms, signatures, and workflows inside your own product or website.

In-app forms: Embed forms directly in your application with iframe or SDK

White-label signatures: Branded eSignature experience in your domain

Headless workflows: Build custom UI, use Unlayered as backend engine

Start with templates, customize with drag and drop, automate everything