1.Monitor new document completion
Integrate RightSignature and signature payload data to capture completed signing details.
Create engagement record from signed document for onboarding
Automatically capture completed document signing events across RightSignature and Zapier Tables. Create and update engagement records when documents completed, signatures timestamped, or signer details providedβso you can match clients, set signed status, and start onboarding without manual onboarding work.
How this automation accelerates onboarding follow-through
When documents get signed but engagement data stays unrecorded, onboarding and billing teams lose time. This automation captures signature completion and creates or updates onboarding engagement recordsβso your team can start onboarding from the moment a signature lands.
RightSignatureor swap with your favorite app
2.Find matching client record
Integrate Zapier Tables and contact matching tools to find a client row by email.
Zapier Tablesor swap with your favorite app
3.Create or update engagement record
Integrate Zapier Tables and document field mapping to create or update an engagement record.
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Allen Lai, Head of Customer Experience
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