1.Monitors new record in view
Integrate Airtable and database views to detect new agreement rows that flag signatures needed for the next steps.
Create and send campaign agreement to selected contacts
Automatically monitor new campaign agreement rows in Airtable and map agreement details across SignWell and SendHub. Create signature requests and send SMS signing prompts when agreements need signatures or contacts changeβso your team can scale outreach without manual follow-up.
How this automation sends agreements for eSignature
When new agreements are added but signature requests and contact outreach are handled manually, signing delays and missed follow-ups stack up fast. This automation creates signature requests, ensures contacts exist, and sends SMS notificationsβso your team drives faster agreement completion.
Airtableor swap with your favorite app
2.Creates signature request from template
Integrate SignWell and document templates to create a signature request with mapped signer details and reminder schedule.
SignWellor swap with your favorite app
3.Finds or creates contact record
Integrate Airtable and contact tables to find an existing contact by email or phone or create a new one.
4.Sends SMS signing message
Integrate SendHub and SMS delivery to send a signing prompt and message the document link placeholder.
SendHubor swap with your favorite app
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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