- Document Automation
- Document Signing
- Auto-update contact records
Create and update contacts in systems based on document signing events
Automatically create and update contact records in your systems whenever a document is signed, eliminating manual data entry and ensuring records stay current. Trigger real-time updates and notifications to streamline workflows, reduce errors, and maintain accurate client information across platforms. This automation accelerates onboarding, improves team collaboration, and enhances customer engagement by keeping everyone informed of signing events.
Filter by common apps:
Zoho Sign
Microsoft SharePoint
Formatter by Zapier
Salesforce
MySQL
LeadConnector
Slack
Clientify
Freshdesk
SignNow
Airtable
Keap
SignRequest
- Update database record in SharePoint when document is signed in Zoho Sign, format date, and update item
- Initiate signature process in Zoho Sign when new record is created in Salesforce, and find relevant contacts
Initiate signature process in Zoho Sign when new record is created in Salesforce, and find relevant contacts
- Download signed documents from Zoho Sign, find and update MySQL database with file URL
Download signed documents from Zoho Sign, find and update MySQL database with file URL
- Update contact in LeadConnector, and notify Slack channel when document is signed in Zoho Sign
Update contact in LeadConnector, and notify Slack channel when document is signed in Zoho Sign
- Create deal in Clientify when document is signed in Zoho Sign, and find contact information
Create deal in Clientify when document is signed in Zoho Sign, and find contact information
- Create a new contact in Freshdesk when a document is signed in Zoho Sign
Create a new contact in Freshdesk when a document is signed in Zoho Sign
- Copy new signed documents from SharePoint, modify file names, and save to customer location
Copy new signed documents from SharePoint, modify file names, and save to customer location
- Create new applicant record in Airtable when document is signed in SignNow
Create new applicant record in Airtable when document is signed in SignNow
- Send document for signing in SignRequest when a tag is added in Keap
Send document for signing in SignRequest when a tag is added in Keap