1.Detect document completed
Integrate SignWell and contract signature tools to trigger when a document completed event happens for lead matching.
Update signed contract records and notify onboarding team
Automatically monitor document completion across SignWell and Close for contract execution events. Create and update signed contract records, add lead notes, and notify onboardingβso you can speed up onboarding without manual follow-up.
How this automation accelerates signed contract onboarding
When document completed happens, onboarding can miss the exact moment a deal moves forward. This automation captures signature events and updates CRM lead and opportunity records and sends onboarding alertsβso your team can start onboarding without delay.
SignWellor swap with your favorite app
2.Find lead by signer email
Integrate Close and CRM lookup tools to find the matching lead and return lead id and display name.
Closeor swap with your favorite app
3.Add note to lead
Integrate Close and CRM note tools to add document metadata, signer name, and signed date into the lead note.
4.Update lead and opportunity
Integrate Close and CRM status tools to set the opportunity to Signed and set signature confidence to 100 percent.
5.Notify onboarding channel
Integrate Slack and team messaging tools to send document name, signer name, signed date, and lead link for onboarding.
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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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Attach signed defect files to deal records for sales handoff
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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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