How to send Signeasy envelopes to new Apollo contacts

After creating your playbook, you can proceed to add your trigger. The trigger detects changes in your connected apps and responds to your playbook.

To setup this playbook, click "Add trigger" and then select "Contact created" under Apollo. Then, select the necessary details to connect your playbook to the right events. This will allow your playbook to automatically detect the new contact created in Apollo and initiate necessary actions.

If this is your first time using a Apollo integration in Relay.app, a prompt will guide you through the connection process.

Integrate the Signeasy automation into your playbook to ensure the prompt sending of the envelope to sign in Signeasy to each new contact created in Apollo.

Click the "Add step" button, then locate the "Find template(s)" under Signeasy to find the name of the envelope that you're about to send and identify the template you will send. Once that is done, select the "Send the envelope to sign" automation for Signeasy and input the mandatory and relevant details.

If your Signeasy account isn't already connected to Relay.app, you will be prompted to complete that connection. Make sure to allow the necessary permissions for Relay.app to sync with your Signeasy account.

Activating your playbook is the final step to automate the sending of Signeasy envelope. Once turned on, it will respond to each new contact created in Apollo by sending the specific Signeasy envelope to sign without manual intervention.

To enable your playbook, click the toggle button located in the header. It is advisable to perform a test run of your playbook beforehand to ensure all steps work seamlessly together and reminders are being sent correctly.