1.Monitors contract signed
Integrate eSignatures and contract management tools to trigger enrollment when contracts signed and signer details arrive.
Add signers to community groups and update member record
Automatically monitor contract signed events across eSignatures and community access groups. Add signers to the right Circle groups and update Airtable membership records when contracts signed, signer email arrives, or tag metadata changesβso you can onboard faster, reduce enrollment mistakes, and notify coordinators without manual follow-up.
How this automation updates your membership records
When contracts get signed, delays can slow onboarding and cause enrollment mismatches. This automation captures signer details, adds them to the right access groups, and updates the Airtable membership recordβso your team can onboard quickly.
eSignaturesor swap with your favorite app
2.Finds member by email
Integrate Circle and directory matching tools to search for a member record by signer email and retrieve member tags.
Circleor swap with your favorite app
3.Adds email to access groups
Integrate Circle and access group mapping tools to add signer email to the right community access group(s) based on tags.
4.Updates membership enrollment status
Integrate Airtable and membership databases to find the membership record by email and set enrolled status fields.
Airtableor swap with your favorite app
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