1.Catch incoming email payload
Integrate Webhooks by Zapier and email payload parsing tools to receive the incoming agreement payload and map subject and timestamps.
Stamp agreement signatures onto placement records for staff
Automatically catch incoming email payloads across Webhooks by Zapier, Formatter by Zapier, Microsoft SharePoint, and Microsoft Outlook. Create and update when placement identifiers extract or no match occursβso you can update signature timestamps, save placement record status, and alert staff without manual reconciliation.
How this automation secures signature timestamps
When agreement signature emails arrive, delays can leave staff without the right placement record updates. This automation catches the payload, extracts placement identifiers, updates Microsoft SharePoint with signature timestamps and routes alertsβso your team can act on signatures immediately.
Webhooks by Zapieror swap with your favorite app
2.Extract placement and timestamp
Integrate Formatter by Zapier and text parsing tools to run regex on the subject and output a placement id candidate and formatted timestamp.
Formatter by Zapieror swap with your favorite app
3.Find matching placement item
Integrate Microsoft SharePoint and spreadsheet lookup tools to search the tracking list by placement id first, then by candidate name.
Microsoft SharePointor swap with your favorite app
4.Update signature timestamps
Integrate Microsoft SharePoint and record update tools to write consultant, client, and fully executed signature timestamps to the found item.
5.Send no-match alert email
Integrate Microsoft Outlook and email routing tools to notify configured recipients when no matching placement item is found.
Microsoft Outlookor swap with your favorite app
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