1.Detect new document signed
Integrate SignRequest and signature platforms to detect signed documents and trigger onboarding for client records.
Create client record and welcome package on signature
Automatically watch SignRequest for new document signed events across SignRequest workflows. Send welcome emails and build linked client records when engagement agreements are signed, signature completes, or documents are deliveredβso you can create contacts, store signed files, and notify clients without manual follow-up.
How this automation creates signed-client onboarding
When signed engagement agreements arrive, delays can slow advisor onboarding and client outreach. This automation formats signer details, upserts contacts and folder links, and sends a welcome emailβso your team can launch the same-day experience.
SignRequestor swap with your favorite app
2.Normalizes signer email and name
Integrate Formatter by Zapier and data preparation tools to normalize signer email and trim names for contact fields.
Formatter by Zapieror swap with your favorite app
3.Finds or updates contact
Integrate Airtable and spreadsheet data to find a matching contact by email and update links to signed and folder assets.
Airtableor swap with your favorite app
4.Finds or creates client folder
Integrate Google Drive and file storage tools to create or reuse a Last, First folder and return shareable links.
Google Driveor swap with your favorite app
5.Creates client contact in CRM
Integrate Bigin by Zoho CRM and CRM workflows to create a client contact, tag it, and add a signed agreement note.
Bigin by Zoho CRMor swap with your favorite app
6.Sends welcome email to client
Integrate Gmail and email delivery tools to send a welcome message with folder links and signed PDF attachments.
Gmailor 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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