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Noloco E-Signatures

Onboard clients with a signature from Noloco

A status change in your Noloco app starts a workflow. The client gets the agreement by email and signs it, and a Zap brings the signed PDF link back to the client record.

Why Noloco teams sign with DocsAutomator

From a workflow step to a sealed PDF

Runs inside your workflows

A new client or a status change sends the agreement, with no one clicking send.

Client and team sign

The client from your data, your manager from a fixed address.

Filed where your team looks

A Drive folder, your webhook or an email for each signed agreement.

How to send a document for signature from Noloco

Set it up once. Every client who reaches the trigger gets the agreement to sign.

  1. 1

    Add a signature tag to your template

    Write the onboarding agreement in Google Docs or Word. Type {{esign.signature_1}} where the client signs and {{esign.date_1}} for the date.

  2. 2

    Choose who signs

    Create an automation with Noloco as the source and turn on Signing. The client's email comes from a placeholder such as {{contact_email}}; a second signer can be a fixed address.

  3. 3

    Send the signed PDF back to Noloco

    Point the automation's webhook at a Zap: Catch Hook, then Noloco's Update a Record on the client. Dropbox, Drive and the completion email can run too.

  4. 4

    Select the automation in a Noloco workflow

    Add the DocsAutomator step to a Noloco workflow, for example when a client's status becomes Onboarding, and select this automation.

  5. 5

    Send the client's values

    Map the record's fields to the placeholders, the contact email and the record ID included. Add the test data from DocsAutomator to check every name.

  6. 6

    The client signs

    The contact opens the email and signs on any device, without an account. The sealed PDF with its certificate goes to each place you turned on.

Start automating & signing in minutes!

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Some of the teams / institutions automating and signing their documents with DocsAutomator:

Example: a client onboarding agreement

A maintenance contract for a new property client, signed by the client and the operations manager. All names and amounts are fictional.

1. The client in Noloco

Noloco / Client
Example
Brightwater Property Group
Contact
Sam Okoro
Contact email
sam.okoro@example.com
Plan
Quarterly HVAC maintenance
Sites
3
Start date
11/01/2026
Annual fee
$7,200.00
Status
Onboarding
An example client with fictional data. It is an illustration, not a Noloco screenshot.

2. The signed agreement

Onboarding agreementSealed PDF
ClientBrightwater Property
ServiceHVAC, quarterly
Sites3
Fee$7,200.00 a year
10/05/2026
Signed by Sam Okoro, then by the operations manager.

3. Back on the client

WebhookGoogle DriveDropboxCompletion emailDocuments page
Your Zap saves the link on the client. DocsAutomator does not write into Noloco itself.

The signed PDF back on the client

Noloco workflows cannot start from a webhook yet. One Zap, set up once, does it instead.

Back on the record, through your own workflow

Your Zap
  1. DocsAutomatorPosts signedPdfUrl, the signers and their values to your webhook URL.
  2. 1. Catch HookWebhooks by Zapier receives the message.
  3. 2. FilterContinue only when signedPdfUrl is present.
  4. 3. Noloco: Update a RecordFind the client by the record ID you sent and save the link.

DocsAutomator does not write into Noloco itself. Webhooks by Zapier needs a paid Zapier plan. Developers can call Noloco's API update mutation from their own endpoint instead.

Moving from another signing tool?

Whether you use DocuSign, PandaDoc or another tool: our founder moves your templates, signers and flows over with you personally, at no extra cost.

Book a call with our founder

What to check in an e-signature tool for Noloco

Five things to check before your first client signs.

  • Starts from a workflow you already run. A status change or a new client should send the agreement without manual steps.
  • Several signers. The client and someone on your team, at the same time or one after another.
  • The signed PDF filed for you. A folder, a webhook or an email for every signed agreement.
  • Templates your team can edit. Google Docs, Word or PDF, so the people who own the wording keep editing it.
  • Proof on every PDF. A certificate and an audit trail that record who signed, when and from where.

Questions about e-signatures for Noloco

Customer Voices

Don't take our word for it. Here's what our customers say about us:

I've been using DocsAutomator in my workflow for quite some time now, and I must say it has truly been a game-changer. This remarkable program effortlessly streamlines the process of generating various documents [...]

Emma Sutton

Emma Sutton

DocsAutomator has been a game-changer for our company when it comes to creating documents both internally and for our clients. The tool's ease of use has made it simple for us to design documents without the need for technical expertise.

Jesús Gazca

Jesús Gazca

We've created 160 Techpacks in the last couple days, and it has saved at least 640 mindless pain in the rump minutes for us to focus elsewhere.

Jeremy Castro

Jeremy Castro

DocsAutomator have helped me creating super complex documents which I had no clue how to create these with other tools as Zapier or Make.com. I have never been helped so quickly. I'm currently recommending this tool to all of my friends.

Stefan

Stefan

I absolutely would recommend DocsAutomator to a colleague, it makes your life easier for your team. The support is awsome too.

Stefano Gualtieri

Stefano Gualtieri

I was looking for a convenient solution to generate Google docs based on Airtable data, which supported features like Line Items and Dynamic Folder Creation. I was thrilled to find DocsAutomator, the experience and support has been excellent.

Doug H.

Doug H.

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