1.Monitor envelope completed
Integrate Docusign and agreement routing tools to capture envelope metadata and recipient lists for qualifying sends.
Send onboarding step 2 email when contract completed
Automatically monitor envelope completed events across Docusign and Gmail. Send step-two onboarding emails when agreement subject matches, external signers are detected, or proxy credentials are reservedβso you can protect onboarding timing without manual emailing.
How this automation sends step-two onboarding emails
When envelopes complete but onboarding emails wait, timing gaps can delay creator activation and slow progress. This automation captures envelope metadata and recipients, filters qualifying agreements, reserves proxy credentials, and sends step-two onboarding emailsβso your team can move fast without manual follow-up.
Docusignor swap with your favorite app
2.Filter by agreement subject match
Integrate Filter by Zapier and automation rules to continue only for configured agreement names matching the subject fragment.
Filter by Zapieror swap with your favorite app
3.Parse recipient email list and map external creator email
Integrate Code by Zapier and recipient validation tools to ignore internal addresses and map external emails for outreach.
Code by Zapieror swap with your favorite app
4.Search and reserve available proxy credentials
Integrate Zapier Tables and record lookup tools to search for an available proxy record and reserve credentials.
Zapier Tablesor swap with your favorite app
5.Send step-two onboarding email
Integrate Gmail and email templating tools to send to the creator email with onboarding link and reserved proxy details.
Gmailor swap with your favorite app
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