1.Detect completed envelope
Integrate Docusign and agreement tools to pull recipients, signer emails, and signed timestamps from the completed envelope.
Update CRM record from completed signature for wholesale
Automatically monitor completed envelope status across Docusign and analytics sheets. Create and update CRM records when envelopes complete, so you can map signer identity, save signed dates, and link agreement references without manual paperwork.
How this automation updates CRM records
When a Docusign envelope completes, delays can leave wholesale records outdated. This automation pulls signer details and signed timestamps, finds the matching CRM row, and updates the worksheetβso your team can recognize signatures sooner.
Docusignor swap with your favorite app
2.Lookup matching row
Integrate Google Sheets and spreadsheet lookups to map signer email to a configured lookup key and return the matching row ID.
Google Sheetsor swap with your favorite app
3.Format signed date
Integrate Formatter by Zapier and date formatting tools to transform the signed timestamp into MM/DD/YY for CRM-ready output.
Formatter by Zapieror swap with your favorite app
4.Update CRM worksheet
Integrate Google Sheets and CRM mapping tools to update contact fields, signed date, and agreement reference in the matched row.
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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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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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