Automate full agreement lifecycle with JotForm, approvals, Signwell e-signatures & tracking
Ready for 3.0Ready for 3.0. This template uses no nodes that n8n 3.0 removes. No removed nodes, versions or helpers found. Static check, last run 2026-10-19.
What this workflow does
This workflow has 27 nodes and runs on Jotform events (plus 2 other triggers). Along the way it connects Jot Form, Gmail, Google Drive and Google Docs. It also calls signwell.com over HTTP.
How it runs
Trigger: On Jotform events (plus 2 other triggers).
- Edit Fields (Edit Fields (Set)): sets 6 fields: clientCompanyName, clientCompanyAddress, clientFullName…
- Get Relevant Agreement Record (Data table): get
- Extract Full Email Thread - Completed Doc URL (Gmail): get (thread)
- Copy and Rename File (Google Drive): copy
- Update Row - Approval Status (Data table): update
- Download File as PDF (Google Drive): download
- Get Signwell Completed Doc URL + Data (Code): runs custom JavaScript code
- Update New File (Google Docs): update
- Upload PDF File (Google Drive): uses Google Drive
- Download Completed Doc from Signwell (HTTP Request): calls an HTTP API
…plus 14 more steps. See the full node list below.
Services it uses
HTTP calls to: signwell.com
Before you upgrade to n8n 3.0
Nothing in this workflow is removed in n8n 3.0, so it should import and run after the upgrade.
- Still check Gmail Trigger below v1.4 runs as v1.4 (drafts skipped, max emails per poll) (Check for Email Approval, Check Email for Completed Notification).
Nodes used (10)
- Jotform Trigger
n8n-nodes-base.jotFormTrigger - Edit Fields (Set)
n8n-nodes-base.set - Gmail
n8n-nodes-base.gmail - Google Drive
n8n-nodes-base.googleDrive - Google Docs
n8n-nodes-base.googleDocs - Data table
n8n-nodes-base.dataTable - Gmail Trigger
n8n-nodes-base.gmailTrigger - HTTP Request
n8n-nodes-base.httpRequest - Code
n8n-nodes-base.code - Merge
n8n-nodes-base.merge
From the author
Client Form → Draft → Approve → Sign → Deliver, fully automated This workflow automates the entire agreement lifecycle from client form submission to signed document delivery. It generates personalized agreements from templates, manages internal approvals,…