A new client or a status change sends the agreement, with no one clicking send.
The client from your data, your manager from a fixed address.
A Drive folder, your webhook or an email for each signed agreement.
Write the onboarding agreement in Google Docs or Word. Type {{esign.signature_1}} where the client signs and {{esign.date_1}} for the date.
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.
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.
Add the DocsAutomator step to a Noloco workflow, for example when a client's status becomes Onboarding, and select this automation.
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.
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.
Some of the teams / institutions automating and signing their documents with DocsAutomator:
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.
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 founderI'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
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
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
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
I absolutely would recommend DocsAutomator to a colleague, it makes your life easier for your team. The support is awsome too.
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.

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