1.Monitors new tag added
Integrate Keap and CRM tag triggers to wait for a configured onboarding tag to route qualifying contacts into the agreement flow.
Send onboarding service agreement to new program signees
Automatically monitor new tag added events across Keap to identify contacts ready for onboarding. Create and send signature envelopes and update CRM signature metadataβso you can format agreement fields, send envelopes, and record completion dates without manual paperwork.
How this automation accelerates onboarding agreements
When a configured onboarding tag is added but signature steps are handled manually, agreement timing slips and follow up stalls. This automation formats template values, creates and sends DocuSign envelopes, and stores signature metadata in Keapβso your team can move deals forward faster.
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2.Finds or creates the contact
Integrate Keap and CRM contact lookup tools to resolve a contact by email so the agreement recipient details stay accurate.
3.Formats dates and numbers
Integrate Formatter by Zapier and data formatting tools to map source date fields and monetary inputs into template ready values.
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4.Creates and sends envelope
Integrate DocuSign and eSignature envelope automation to create the signature envelope from template and email it to the recipient.
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5.Captures completion metadata
Integrate DocuSign and completion tracking to capture envelope ID and completion date so Keap can be updated with signature status.
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Add signed document note to deal record on completion
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Attach signed contract PDF to client record today
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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
Connect your tools
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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.
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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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