Update Airtable Field When All Signers Complete

Automatically update an Airtable field when all signers finish signing a document. Use this to change a status, check a box, or trigger the next step in your workflow - like generating an invoice after a quote is signed.

Overview

When e-signature is enabled on a flow, you can configure an action that runs after all signers complete. TypeFlow updates a field on the Airtable record with a value you choose.

Two modes:

• This record - updates a field on the same record that generated the document (e.g., set Status to "Signed")
• Linked record - updates a field on a record in a different table via a linked record field (e.g., set Invoice Status to "Accepted" when a Quote is signed)

This is configured in the E-Signature settings of your flow, under "Update field when all signers complete".

Update This Record

Use this when you want to mark the source record as signed.

1. Open your flow in the flow builder
2. Go to the Actions tab
3. In the E-Signature section, toggle on "Update field when all signers complete"
4. Select "This record"
5. Choose the field to update (Single Select, Checkbox, Status, or Single Line Text)
6. Choose the value to set (e.g., "Signed", or checked for checkboxes)

Example: A contracts table with a Status field. When the contract is signed, Status automatically changes from "Sent" to "Signed".

Update a Linked Record

Use this when signing a document should trigger an action on a different table - like converting a signed quote into an invoice.

1. Open your flow in the flow builder
2. Go to the Actions tab
3. Toggle on "Update field when all signers complete"
4. Select "Linked record"
5. Choose the linked record field that connects to the target table (e.g., "Invoices")
6. Choose the field on the linked table to update (e.g., "Status")
7. Choose the value to set (e.g., "Accepted")

Example: Quote to Invoice workflow

Your Quotes table has a linked record field pointing to the Invoices table. When a client signs a quote:

1. TypeFlow updates the linked Invoice record's Status to "Accepted"
2. A second TypeFlow Automation on the Invoices table triggers on Status = "Accepted"
3. The invoice PDF generates and emails automatically

This creates a fully automated chain: Quote signed -> Invoice generated -> Email sent. See our Quote to Invoice workflow guide for the full setup.

Common Workflows

Contract signed -> Status updated Update a Status field from "Sent" to "Signed" on the same record. Use a filtered Airtable view to track which contracts are pending vs completed.

Quote signed -> Invoice triggered Update a linked Invoice record's status to trigger invoice generation. No manual step between quote acceptance and invoicing.

Approval signed -> Next step unlocked Update a checkbox field to "checked" when a manager signs an approval. Use this to gate the next step in your workflow (e.g., unlock purchase order generation).

Onboarding document signed -> Employee record updated Update the employee's onboarding status from "Documents Pending" to "Documents Complete" when they sign their offer letter or NDA.

FAQ