Customers and their information each customer needs to sign a service agreement once the status column is set to send for a sign an agreement will be created in adobe acrobat sign and sent.
To each customer automatically in this example the airtable app watches for record updates this is the trigger to kickstart the automation process let's configure it.
Create or select a connection to your airtable account select a base and a table set the trigger field to last modified select the label field.
Enter the number of records you want make to retrieve during one cycle use this formula to filter only those records that have the status send for a sign.
Specify the order of the signer select the role enter the name of the document select the document now let's see the automation in action.
And choose a customer to whom you want to send an agreement you can manually execute and automate the process by hitting this button here and you can see the data moving quickly between the apps.
An agreement was sent to our customer for a signature as expected and that's it all that's left to do now is schedule how often you want the process to execute automatically and switch it on.
What's even cooler is that you can utilize our extensive gallery of templates to start automating your workflows within minutes so what are you waiting for sign up for.
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