1.Detects client profile updates
Integrate SmartMatchApp and CRM tools to detect client profile updates for configured membership tier moves.
Send membership contract and add client to records
Automatically monitor SmartMatchApp client profile updates across DocuSign and marketing tools. Send signature requests when membership tier changes, client profile updates, or enrollment startsβso you can send agreements, update contract status, and add contacts to your list without manual paperwork.
How this automation sends signed agreements faster
When client profiles move into a configured membership tier, signature requests and records can stall and customers wait. This automation finds or creates membership records, sends the DocuSign signature request, updates envelope status, and adds the contact to marketingβso your team can complete enrollment with fewer back-and-forths.
SmartMatchAppor swap with your favorite app
2.Finds or creates client record
Integrate Zapier Tables, contact matching tools, and data mapping to find the client by email or create a new record.
Zapier Tablesor swap with your favorite app
3.Filters qualifying membership tiers
Integrate Filter by Zapier to continue only when the client membership tier matches the configured tier.
Filter by Zapieror swap with your favorite app
4.Sends signature request
Integrate DocuSign and document templating tools to send the membership template for signature and include a personalized message.
Docusignor swap with your favorite app
5.Updates contract record
Integrate Zapier Tables and reporting systems to update contract status with the DocuSign envelope status and save the send timestamp.
6.Adds contact and membership tag
Integrate ActiveCampaign, contact management tools, and marketing lists to add or update the contact and apply the membership tag.
ActiveCampaignor swap with your favorite app
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