1.Detect completed document
Integrate SignNow and document automation tools to start when a completed document is ready for mapping.
Update candidate records when offer or job description signed
Automatically monitor completed documents across SignNow, Formatter by Zapier, and Zapier Tables. Update candidate and timeline records when offer or job description PDFs finish signingβso you can confirm acceptance dates, attach signed files, and keep onboarding timelines accurate without manual tracking.
How this automation updates signed offer and job records
When completed document events fire, signed files can stay disconnected from candidate and timeline records, slowing downstream onboarding decisions. This automation formats metadata and updates records and attachments, so your team can confirm acceptance dates without chasing PDFs.
SignNowor swap with your favorite app
2.Format date and extract base name
Integrate Formatter by Zapier and transformation tools to format the completion timestamp and extract the candidate or role base name.
Formatter by Zapieror swap with your favorite app
3.Find candidate record by email
Integrate Zapier Tables and onboarding data tools to match applicant emails to candidate records and proceed for qualifying entries.
Zapier Tablesor swap with your favorite app
4.Find or create recruiting timeline entry
Integrate Zapier Tables and directory lookups to match base names or roles and create timeline records when needed.
5.Update records and attach signed PDF
Integrate Zapier Tables and file attachment tools to set signed status, write acceptance dates, and attach the signed PDF link.
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Explore all offer letter management automations
Accelerate offer delivery with automated letter generation, approval routing, and signature tracking
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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