1.Catches signed agreement payloads
Integrate Webhooks by Zapier and payload mapping to capture signer email and signed timestamps to trigger onboarding updates.
Update onboarding tracker and send welcome email to new signers
Automatically capture signed agreement payloads across Webhooks by Zapier, Google Sheets, Kajabi, and Help Scout. Create and update when signed agreement payloads arrive or signature timestamps update or agreement types matchβso you can update onboarding rows, register course access, and open welcome conversations without manual follow-up.
How this automation accelerates your onboarding access
When signed agreement payloads arrive, onboarding signers can wait while teams verify details and update systems manually. This automation captures signature data, filters for intended workflows, updates Google Sheets, registers Kajabi access, and creates Help Scout conversationsβso your team can onboard faster without manual follow-up.
Webhooks by Zapieror swap with your favorite app
2.Filters for intended workflow
Integrate Filter by Zapier to check the configured workflow name or agreement type before continuing to downstream onboarding steps.
Filter by Zapieror swap with your favorite app
3.Updates onboarding tracker rows
Integrate Google Sheets and spreadsheet lookups to match signer email and update signed timestamp and agreement URL.
Google Sheetsor swap with your favorite app
4.Registers course event submission
Integrate Kajabi and course event lists to create a form submission and register signers for course access workflows.
Kajabior swap with your favorite app
5.Creates welcome onboarding conversation
Integrate Help Scout and templated messaging to create a conversation with the agreement link and next steps.
Help Scoutor swap with your favorite app
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Step 1
Connect your tools
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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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