I just got my Zapier set up. I watched some very basic intro videos. My first automation goal is to figure out ow to
Send an email with a pdf attached (this is a waiver document that needs to be signed) when people sign up on Squarespace (linked to google drive sheet)
And maybe have some kind of confirmation that the docs have been signed, but that’s secondary
Hi
To help us have more context, post screenshots with how your steps are outlined, and configured, thanks.
Hi
Unless you need the Google Sheet, you can use the Squarespace form submitted trigger step.
Then, find the waiver file to attach to the email.
Then, you can use the Send Email step from Gmail.
Most document e-sign solutions have options to turn on a notification when a document is signed, so I’d recommend investigating that first.
Are you using software to obtain the electronic signatures?
Best,
Ryan Schweighart
Whole Hart Impact, LLC
whimpact.co
I help businesses with Zapier and HubSpot.
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