1.Detect document created or updated
Integrate Modusign and CRM lookup tools to extract metadata and signer information, so you can map identifiers to deal lookups.
Send signing reminders and next steps to recipients instantly
Automatically monitor document created or updated events across Modusign and sales tools. Send signing reminders and next steps when documents qualify, so you can protect timelines, route outreach, and record delivery without manual follow-up.
How this automation accelerates your signing follow-up
When a Modusign document is created or updated, delays can cause missed signings and stalled deals. This automation extracts signer details and filters documents, waits briefly, then sends signing reminders and logs send statusβso your team can follow up at the right moment.
Modusignor swap with your favorite app
2.Continue only for qualifying documents
Integrate Filter by Zapier and workflow rules to continue only for matching titles, active signing status, and first signer, so you can avoid wasted sends.
Filter by Zapieror swap with your favorite app
3.Batch updates with a 5 minute delay
Integrate Delay by Zapier and workflow timing controls to wait 5 minutes, so you can reduce race conditions before outreach.
Delay by Zapieror swap with your favorite app
4.Look up deals by document identifier
Integrate Pipedrive and CRM records to search for an associated deal using the mapped document identifier, so you can retrieve deal context.
Pipedriveor swap with your favorite app
5.Retrieve recipient contacts and templates
Integrate Google Sheets and data tables to look up the recipient contact and message template selector, so you can personalize each send.
Google Sheetsor swap with your favorite app
6.Send signing reminder and next steps
Integrate SOLAPI (Kakao and SMS) and messaging templates to send the selected reminder, and record send status back in your CRM.
SOLAPIor swap with your favorite app
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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.
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