1.Monitor new email in folder
Integrate Microsoft Outlook and email inboxes to watch configured folder messages and pass subject and body to the next step.
Mark completed e-signatures on candidate records in database
Automatically monitor new email in folder messages across Microsoft Outlook, Formatter by Zapier, Filter by Zapier, and Zapier Tables. Create and update when e-signature emails arrive, signer references are detected, or messages match a candidate recordβso you can extract references, update e-signature flags, and write timestamps without manual tracking.
How this automation confirms completed e-signatures
When completed e-signature emails arrive but candidate records are not updated, onboarding can stall and recruiting teams lose time. This automation monitors new e-signature emails, extracts signer references, finds the matching candidate row, and updates the e-signature flag and timestampβso your team can start onboarding fast.
Microsoft Outlookor swap with your favorite app
2.Extract signer reference text
Integrate Formatter by Zapier and pattern extraction to extract the signer reference from email subject and body for downstream lookup.
Formatter by Zapieror swap with your favorite app
3.Continue only when reference exists
Integrate Filter by Zapier and message validation to stop the workflow unless the signer reference value is non-empty.
Filter by Zapieror swap with your favorite app
4.Find matching candidate record
Integrate Zapier Tables and candidate record lookup to find the first hiring workflow table match using the extracted reference.
Zapier Tablesor swap with your favorite app
5.Update e-signature flag and timestamp
Integrate Zapier Tables and timestamp fields to update the candidate row with an e-signature flag and current date value.
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Accelerate offer delivery with automated letter generation, approval routing, and signature tracking
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