1.Detects new sale activity
Integrate Close and workflow triggers to detect new sale activity, so you can look up matching program and payment terms.
Send contract and enroll new buyer into programs
Automatically detect new sale activity in Close and look up program and payment terms across Zapier Tables and DocuSign. Create signature requests, enroll buyers, and grant program access in Kajabi and MailerLite Classic so you can accelerate onboarding without manual follow-up.
How this automation accelerates your buyer onboarding
When new sale activities are recorded, delays in signature and enrollment can stall access and disrupt onboarding. This automation looks up program and payment terms, requests signatures, updates subscribers, grants access, and notifies the teamβso you can onboard buyers fast.
Closeor swap with your favorite app
2.Finds matching program terms
Integrate Zapier Tables and data mapping tools to find record and look up program and payment terms to proceed.
Zapier Tablesor swap with your favorite app
3.Creates signature request
Integrate DocuSign and template references to create a signature request using signer email and program subject.
Docusignor swap with your favorite app
4.Upserts subscriber in group
Integrate MailerLite Classic and segmentation groups to create or update a subscriber and add to the purchased program group.
MailerLite Classicor swap with your favorite app
5.Grants offer access
Integrate Kajabi and offer access controls to grant configured offers by mapping payment terms to access tier.
Kajabior swap with your favorite app
6.Posts onboarding notification
Integrate Slack and team channels to post an onboarding message so coordinators know the sequence started.
Slackor 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
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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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