1.Catches signing payloads
Integrate Webhooks by Zapier and input parsing tools to extract submission values and route the signing request data.
Send e-sign links and log applicant records centrally
Automatically catch incoming signing payloads across Webhooks by Zapier, Zapier Tables, URL Shortener by Zapier, Voodoo SMS, and Email by Zapier. Create and update when signing payload arrives, new submissions are received, or entry keys are postedβso you can create request records, send e-sign links, and notify advisers without manual follow-up.
How this automation speeds up applicant e-sign requests
When a signing payload arrives but details stay scattered, delays can stall agreements. This automation captures applicant and case data, creates table records and short links, sends SMS and emails, and updates statusesβso your team can keep execution moving.
Webhooks by Zapieror swap with your favorite app
2.Creates signing request record
Integrate Zapier Tables and record mapping to create a new signing request record from the payload fields.
Zapier Tablesor swap with your favorite app
3.Shortens signing URL
Integrate URL Shortener by Zapier and link generation tools to build and shorten the e-sign URL for each entry key.
URL Shortener by Zapieror swap with your favorite app
4.Sends SMS e-sign link
Integrate Voodoo SMS and messaging templates to send the shortened link to the applicant mobile number.
Voodoo SMSor swap with your favorite app
5.Updates record with link status
Integrate Zapier Tables and status fields to save shortened URLs and set a link sent status on the record.
6.Emails adviser with links
Integrate Email by Zapier and notification templates to email the adviser applicant names and shortened links.
Email by Zapieror swap with your favorite app
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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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