1.Detect completed sale published
Integrate Close and mapping tools to watch for published custom activity and start contract onboarding for a new sale.
Send contract, grant course access, and enroll customer
Automatically monitor completed sale events in Close across Zapier Tables, DocuSign, MailerLite Classic, Kajabi, and Slack. Create and update contract onboarding when new sale activity posts, when a program identifier is mapped, or when an agreement template is configuredβso you can send signature requests, grant offer access, and notify the team without manual onboarding follow-up.
How this automation accelerates contract onboarding access
When completed sale activity is published but onboarding steps lag, customers miss the moment to review and start. This automation finds the right terms, sends a signature request, enrolls the customer in offers, and notifies your teamβso your sales motion stays on schedule.
Closeor swap with your favorite app
2.Find program terms and IDs
Integrate Zapier Tables and data lookup tools to find the program record and map template and offer IDs.
Zapier Tablesor swap with your favorite app
3.Create signature request from template
Integrate DocuSign and eSignature templates to create a signature request and populate signer fields for the agreement.
Docusignor swap with your favorite app
4.Create or update onboarding subscriber
Integrate MailerLite Classic and email marketing tools to create or update the subscriber and add them to the group.
MailerLite Classicor swap with your favorite app
5.Grant offers to the customer
Integrate Kajabi and access provisioning tools to grant one or more offers using the offer IDs from the table.
Kajabior swap with your favorite app
6.Post onboarding completed message
Integrate Slack and team notification tools to post a channel message announcing the completed onboarding action.
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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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