1.Detect completed tenancy envelope
Integrate Docusign and document workflows to map extracted form fields and signer emails to tenancy identifiers, tenant lists, and properties.
Send utilities signup email to completed tenant agreements
Automatically monitor new envelope completed events across Docusign and Zapier Tables to match tenants with real estate records. Instantly send utilities signup invitation emails and reference tenancy detailsβso you can start billing setup without manual outreach.
How this automation speeds utilities signup for tenant billing
When a Docusign envelope completes, delayed outreach can stall utilities billing setup. This automation extracts tenant details, filters qualifying agreements, and sends tailored utilities signup emailsβso your team can launch signup at the right time.
Docusignor swap with your favorite app
2.Continue only for tenant records
Integrate Filter by Zapier and record validation to check tenant signer role and skip documents with an existing utilities acceptance flag.
Filter by Zapieror swap with your favorite app
3.Find matching tenancy record
Integrate Zapier Tables and lookup logic to match tenancy identifier to a table record and return the found record or a miss path.
Zapier Tablesor swap with your favorite app
4.Merge tenant and recipient lists
Integrate Sub-Zap by Zapier and list merging to combine recipient emails and tenant IDs using the matched record id and document reference.
Sub-Zap by Zapieror swap with your favorite app
5.Send tailored utilities signup email
Integrate Looping by Zapier and Microsoft Outlook to iterate recipients and send a customized utilities signup email with tenancy context.
Microsoft Outlookor swap with your favorite app
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Explore all tenant communication automations
Improve tenant communication with automated message routing, follow-up reminders, and status updates
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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