Create integrations between RightSignature and OneLocal LocalReferrals to automate any workflow
WHEN THIS HAPPENS
New Document ExpiredAUTOMATICALLY DO THIS
Invite AdvocateEndless possibilities
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
Now it's time for action
An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
And that's it! You've just created a Zap.
A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Choose a Trigger
Start here
Start here
Choose an Action
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
New Document Completed
Triggers when a document is completed, typically when all parties have signed.
Try ItNew Document Sent
Triggers when a document is sent.
Try ItNew Referral
Triggers when a new referral is created.
Try ItContact NameRequired
Mobile Phone
Email
Preferred Delivery MethodRequired
Send Invite Message
Choose Template
New Document Expired
Triggers when a document is not signed in the allowed time and expires.
Try ItTemplateRequired
Document NameRequired
Email Recipients
Sign Document in Person
Name
EmailRequired
Mobile Phone
Advocate NameRequired
Advocate EmailRequired
Advocate Mobile Phone
Friend NameRequired
Friend EmailRequired
Friend Mobile Phone
Set the service date to confirm the referral.
Choose delay for granting the reward after the service date.
Referral Notes