1.Detect button click in record
Integrate Zapier Tables to watch a record button click for initiating certificate send requests.
Send signed certificate requests and mark records sent
Automatically monitor button clicks in Zapier Tables across eSignature providers. Create and deliver signed certificate requests when provider equals DocuSign or PandaDocβso you can send signature requests, update record status, and keep delivery reporting current without manual follow-up.
How this automation sends certificates faster
When a send button is clicked but records are not marked sent, delivery reporting gets stale and follow-up slows down. This automation filters the provider path and sends signed certificate requests, then updates Zapier Tables so your team can confirm delivery quicklyβso your team can act on results.
Zapier Tablesor swap with your favorite app
2.Branch by provider choice
Integrate Filter by Zapier and routing logic to continue only for the qualifying certificate provider path.
Filter by Zapieror swap with your favorite app
3.Send signature request
Integrate DocuSign to send signature requests with mapped recipients and certificate details.
Docusignor swap with your favorite app
4.Create and send document
Integrate PandaDoc and document sending to create and send the signed certificate for the PandaDoc provider path.
PandaDocor 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
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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.
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