Automation Rules
Zero Manual Work

Automate Every Step.

Create powerful if/then automation rules that trigger actions based on document events — auto-send, auto-remind, auto-archive, and auto-notify without lifting a finger.

Event-Based Triggers — fire rules when documents are signed, viewed, expired, or declined
Auto-Send Sequences — chain follow-up documents automatically after completion
Webhook & API Actions — trigger webhooks, update CRMs, or call any API on events
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No credit card required
Free plan available
Setup in under 5 minutes
142h saved this month
4.8K events/mo
99.9% uptime
Zero manual work
Rule Builder
Automate your workflow
Live
When Trigger
Document Signed
Or Trigger
3 Days Unsigned
Or Trigger
Doc Viewed
Then Action 1
Send NDA to signer
And Action 2
Push to Salesforce
And Action 3
Notify #deals Slack
12 Active Rules
3
Actions
Rule Execution Health All Healthy
92%
4,412 of 4,800 events auto-handled 388 manual saves
Offer signed → auto-sent NDA + notified HR
2m 2 actions
MSA unsigned 3d → reminded + escalated
18m escalated
SOW completed → CRM updated + Slack #deals
1h 3 actions
Document Signed ✓
→ Auto-send onboarding packet
Document Viewed 👁
→ Notify sender via Slack
Document Expired ⏰
→ Escalate to manager
Document Declined ✕
→ Alert and re-send
8 Triggers
IF / THEN Logic
Event Triggers

Event-Based Triggers

Set rules based on document events: signed, viewed, expired, declined. Chain multiple triggers for complex workflows that run entirely on autopilot.

Multi-event triggers combine signed, viewed, expired, and declined events
Conditional logic if/then rules with flexible branching paths
Real-time execution triggers fire instantly when events occur
Offer
NDA
W-9
Step 1 → Step 2 → Step 3
This Month
1,204
Auto-Sent
100% Automated
Onboarding Sequence
Offer Letter Signed
NDA Signed
W-9 Tax Form Pending
Offer → NDA → W-9
Auto-Send

Auto-Send Sequences

Automatically send follow-up documents when a previous one is completed. Perfect for multi-step processes like onboarding, sales closings, and compliance workflows.

Multi-step chains link documents in sequence — each triggers the next
Template mapping pre-fill data from previous documents automatically
Zero manual work entire onboarding flows happen without intervention
12
6
9
3
Day 3: Gentle Reminder
Friendly nudge to sign
Sent
Day 7: Escalate
CC manager on unsigned
Pending
Day 14: Auto-Expire
Document expires
Scheduled
This Month
340
Reminders Sent
92% Sign Rate
Timeline Day 3 / 14
Day 1 Day 3 Day 7 Day 14
Smart Reminders

Smart Reminders & Escalation

Customize reminder schedules per document. Escalate to managers after X days unsigned. Set expiration deadlines that automatically archive stale documents.

Custom schedules set reminder frequency per document or template
Manager escalation automatically loop in supervisors after deadline
Auto-expiration documents expire and archive on your schedule
terminal
POST /webhooks/signed
{ "event": "completed" }
→ 200 OK · 18ms
$
→ Salesforce CRM
Contact → "Signed"
200 OK
→ Slack Notify
#contracts channel
200 OK
→ HubSpot Deal
Stage → "Closed Won"
200 OK
Connected
12
Endpoints
99.9% Delivery
Webhooks & APIs

Webhook & Integration Actions

Trigger webhooks, update CRMs, send Slack notifications, or call any API when document events occur. Connect Zignature to your entire tech stack.

Custom webhooks POST to any URL when document events fire
CRM sync automatically update Salesforce, HubSpot, and more
Slack & Teams instant notifications to your team channels
Trusted Integrations
PREVIEW

Workflows That
Run Themselves

From document signing to CRM updates, Zignature's automation rules eliminate every manual step in your document workflows.

85%
Time Saved
24/7
Always On
0
Manual Steps

Event-Based Triggers

Set rules based on document events: signed, viewed, expired, declined. Chain multiple triggers for complex workflows...

Auto-Send Sequences

Automatically send follow-up documents when a previous one is completed. Perfect for multi-step processes like onboarding...

Webhook & Integration Actions

Trigger webhooks, update CRMs, send Slack notifications, or call any API when document events occur...

Salesforce
HubSpot
Slack
Zapier
+50
Integrates with your stack
Salesforce, HubSpot, Slack, Zapier & more
Automation Dashboard
Live
2,847
Executed
100%
Success
142h
Saved
18ms
Avg Speed
Executions This Week +23% vs last week
Mon Tue Wed Thu Fri Sat Today
Active Rules 12 total
Document Signed → Send NDA
1,204
3 Days Unsigned → Remind
847
Signed → Push to Salesforce
632
7 Days → Escalate to Manager
164
Live Activity Feed
Streaming
NDA sent to jane@acme.co 2s ago
CRM updated Deal #4821 8s ago
Reminder sent to mike@corp.io 14s ago
Webhook fired → Slack #deals 21s ago
All systems operational
99.99% uptime
Join 10,000+ businesses worldwide

Ready to Put Workflows
on Autopilot?

Event triggers, auto-send sequences, smart reminders, webhook integrations — automation rules that eliminate every manual step. Get started free today.

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