1.Processes completed document
Integrate RightSignature and signature event parsing to catch completed document events and extract signer metadata to route registration data.
Add signed registrants to upcoming workshop attendee lists
Automatically catch completed document events across RightSignature and your CRM stack. Create and update registrants when documents complete, signer criteria match, or registration details extractβso you can sync contacts, tag registrants, and populate attendee calendars without manual follow-up.
How this automation accelerates workshop attendance confirmations
When completed signature documents arrive, manual list updates can delay outreach and confuse hosts. This automation captures signer details and updates contacts, logs registrations, and adds attendees to calendarsβso your team can confirm attendance faster.
RightSignatureor swap with your favorite app
2.Creates or updates contact
Integrate Keap and email matching to create or update a contact and return the contact ID based on the signer email.
Keapor swap with your favorite app
3.Adds tag to contact
Integrate Keap and CRM tagging tools to apply the configured registration tag to the contact ID for follow-up lists.
4.Creates registration record
Integrate Zapier Tables and reporting tables to create a registration row with contact and signature metadata for tracking.
Zapier Tablesor swap with your favorite app
5.Adds attendee to calendar
Integrate Microsoft Outlook and calendar tools to add the contact email as an attendee to configured workshop events.
Microsoft Outlookor swap with your favorite app
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