Podio

Creating a Contract in Podio and sending it via RightSignature

August 7, 2025

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Let’s say you want to generate a Contract from your Podio data, and then send it on to a contact to get a legally-binding signature via your RightSignature account.

This was previously not possible, but now is not only possible, but easy. Here’s how:

Connect RightSignature

Connect your RightSignature account to GlobiFlow. Go to the Account page, scroll down to the Integrations section, and click on Connect next to the RightSignature integration.

Connect RightSignature

Build the Flow

Now that we’ve got RightSignature connected, let’s build a flow to generate our Contract and Send it for Signature. In this example, we’re triggering a flow when the Command category field is change to Generate Contract. It then gets the related details from Leads app, creates the PDF contract, and then sends it via RightSignature.

RightSignature Build Flow

We also want to capture the event when the contract is signed. For this, there is a new Flow trigger:

RightSignature Build Flow

And we’ll create a flow to change the contract item status to Signed as well as enter a comment when the contact has signed the contract.

RightSignature Build Flow

Result

Click on the Generate Contract category field on an item:

RightSignature Result

GlobiFlow generates the PDF, attaches it to the item, and sends it for signature via RightSignature:

RightSignature Result

The contact will receive an email notification from RightSignature with instructions to sign the document:

RightSignature Result

And when the contact has signed the document, GlobiFlow will update the status of the Contract Item in Podio and add a comment to show that it’s been signed:

RightSignature Result

Update

On the signed event flow, GlobiFlow now attaches the signed PDF from RightSignature on any Update Item, Create Item, or Create Comment Action.

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Creating a Contract in Podio and sending it via RightSignature

August 7, 2025

Contributed by:

August 7, 2025

Contributed by:

Creating a Contract in Podio and sending it via RightSignature

Connect RightSignature

Build the Flow

Result

Update

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