1.Captures signed agreement details
Integrate Yousign and onboarding workflows to capture signer email and name and continue for qualifying signed agreements.
Send welcome and onboarding email sequence after signing
Automatically monitor signer completion events across Yousign and Gmail. Send welcome and onboarding emails when documents are signed, signer details are captured, or qualifying agreements are confirmedβso you can welcome customers, deliver resources, and check in without manual follow-up.
How this automation accelerates email onboarding
When a signer completes a document, delays can cost early activation and support load. This automation sends welcome and kit emails and delivers a 1-week check-inβso your team boosts engagement without manual follow-up.
Yousignor swap with your favorite app
2.Sends immediate welcome email
Integrate Gmail, email templates, and attachment tools to send a welcome email with personalization and the signed agreement PDF when available.
Gmailor swap with your favorite app
3.Waits 6 hours
Integrate Delay by Zapier and delay timers to pause the sequence for 6 hours before the next onboarding touch.
Delay by Zapieror swap with your favorite app
4.Delivers the digital kit email
Integrate Gmail and email templates to send a digital kit email with download access and onboarding resources.
5.Waits 5 days
Integrate Delay by Zapier and delay timers to pause for 5 days before sending the check-in.
6.Sends 1-week check-in email
Integrate Gmail, support portals, and link actions to send a check-in requesting status on the first transaction and provide support access.
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Explore all customer welcome sequences automations
Launch stronger customer onboarding with automated welcome emails, customer routing, and follow-up triggers
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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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