Pre-populate an agreement for clients

Capture fields from a client sign up form on a website to pre-populate a document.

About this template

In this journey, we're using fields captured from a client sign up form on a website to pre-populate a document. Based on whether the new client is signing up as an individual or a business client, this journey checks to ensure they have completed each of the essential fields to generate the agreement. Once checked, the Webhook shape pushes the contact’s details to your custom endpoint, where a document is instantly created using the information and sent to the contact. If any key information is missing, Autopilot sends the client an email requesting that they update their details.
Tags: Success with Autopilot, Legal Services, Lead Generation, and Lead Management

About Autopilot

Marketing automation helps you stay closer to your customers and saves you time by removing manual and repetitive tasks. Autopilot’s marketing automation software is the easiest way to automate and personalize your marketing across the entire customer journey. Using Triggers, Actions and Conditions design highly personal and contextual marketing automation journeys. Autopilot’s marketing automation software is free for 30 days and plans start at just $49/month.

Shapes used in this journey

Triggers

List Trigger
Add contacts on a list to a journey.
Form Submitted
Add a contact to a journey when they submit a form.

Conditions

Check Field
Check if a field is a specific value, or meets some other criteria (e.g. contains a particular word).

Actions

Add to List
Add a contact to a list.
Send Email
Send a contact a personalized marketing or transactional email.
Remove From List
Remove a contact from a list.
Add Delay
Wait a specific number of minutes, hours, days or weeks before moving to the next shape.

More marketing automation templates

What’s Autopilot? Watch this video to learn more.