1.Captures contract signed metadata
Integrate eSignatures and contract tracking tools to capture contract metadata and signer contact to route signed order intake.
Mark signed orders, update tracker and send intake
Automatically monitor eSignatures contract signed events across eSignature and contract execution tools. Send intake emails and update order records when signatures completeβso you can confirm intake delivery, keep onboarding queued, and reduce follow-up without manual tracking.
How this automation prepares signed orders for onboarding
When a contract gets signed but intake work stays unassigned, onboarding slows and follow-ups stack up. This automation captures signature metadata, enriches the order, sends the intake webform email, and updates the trackerβso your team can move orders forward without chasing spreadsheets.
eSignaturesor swap with your favorite app
2.Looks up or creates the order row
Integrate Google Sheets and reporting systems to find the order row by contract reference and map fields to order records.
Google Sheetsor swap with your favorite app
3.Finds client profile by signer email
Integrate Zapier Tables and customer data tools to lookup client profile language preference to fill email template variables.
Zapier Tablesor swap with your favorite app
4.Sends intake webform email to signer
Integrate Zoho Mail and email templates to send the bilingual intake webform email to signer to deliver intake instantly.
Zoho Mailor swap with your favorite app
5.Updates tracker with intake-sent status
Integrate Google Sheets and timestamp logs to set the intake-sent flag and intake-sent timestamp on the matched row.
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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
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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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