1.Detects deal stage change
Integrate Attio to detect updated deal stages for trial agreement triggers.
Send trial agreement and assign owner task for POC
Automatically monitor deal stage updates across Attio and qualifying deal filters with DocuSign and Slack. Get instant alerts when pre-trial stage entry, deal stage changes, or qualifying new dealsβso you can create owner tasks, send signature requests, and post sales alerts without manual follow-up.
How this automation accelerates your trial agreements
When deal stage changes get stuck between deal stages and sending contracts, agreements stall and owners lose momentum. This automation filters qualifying pre-trial deals, creates owner tasks and signature requests, and posts sales notificationsβso your team can move faster.
Attioor swap with your favorite app
2.Continues only for pre-trial deals
Integrate Filter by Zapier to continue only for qualifying pre-trial deals without expansions.
Filter by Zapieror swap with your favorite app
3.Creates task and updates deal stage
Integrate Attio to create an owner task, set a 30-minute deadline, and update the deal stage.
4.Finds associated person record
Integrate Attio to find the associated person so signature request recipients are mapped correctly.
5.Sends signature request
Integrate DocuSign to send the signature request using your chosen template and mapped recipient fields.
Docusignor swap with your favorite app
6.Posts contract sent message
Integrate Slack to post a sales channel message tagging the assignee when the contract is sent.
Slackor 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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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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