1.Monitors subscriber tag events
Integrate Kit, CRM contact fields, and tag routing to catch new tag events and route program agreement creation.
Create and send program agreement to new client
Automatically monitor new paid program tag events across Kit and subscriber systems. Create and update when subscriber gets tagged, tag list updates, or new paid program tag added β so you can generate program agreements, send signer emails, and apply agreement tags without manual outreach.
How this automation accelerates agreement delivery
When new paid program tags happen, agreements can stall and signers wait. This automation creates documents and sends them, then tags subscribersβso your team can confirm sent agreements without manual follow-up.
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2.Filters out excluded tags
Integrate Filter by Zapier, data validation, and tag lists to check eligible records and stop excluded cases.
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3.Creates and sends program agreement
Integrate PandaDoc, document templates, and merge fields to create the program agreement and send it to the signer immediately.
PandaDocor swap with your favorite app
4.Adds agreement sent tag
Integrate Kit and subscriber tagging to add the agreement sent tag and report on delivered documents.
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Close contracts faster with automated signature routing, record updates, and execution alerts
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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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