HelloSign: Check Signature Status After A Week
Automating your sales pipeline doesn’t just save you time and money, it helps ensure that every step occurs without a hitch. Keeping track of who’s signed their needed paperwork and then spending time tracking down the signature is timely and exhausting. This automation uses our HelloSign integration to keep track of a signature request and follow-up accordingly.
This automation is triggered when a HelloSign signature request is in progress. If after a week, the signature request is still in progress, the automation creates a task for the deal owner to follow up with the client.
Here’s how HelloSign: Check Signature Status After A Week works:
The contact enters the automation when they have a HelloSign signature request marked as “In Progress”.
1. The contact arrives at a wait step and waits for a week.
2. The contact then comes to an If/Else statement, checking if the signature request is still in progress.
3. If yes, the contact goes down the yes path and arrives at an add task action, creating a task for the deal owner to follow up.
4. If no, the contact goes down the no path and exits the automation.
Note: You will connect your ActiveCampaign account and HelloSign account within the automation and set up the parameters of what document is being signed.
Get started today
Try it free. No credit card required. Instant setup.