Enroll leads in campaigns when documents are sent for signature

When a document is sent for signature in Journey, automatically add the matching contact to a targeted follow-up campaign in Autopilot Journeys.

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Journey Explore Journey →

Triggers

New note created

Fires when a new note or document is created in Journey.

Note updated

Fires when an existing note or document changes in Journey.

Document viewed or shared

Fires when a document in Journey is viewed or shared with someone.

Actions

Create a document from a template

Generates a new document in Journey from a saved template.

Create or append to a note

Creates a note in Journey or adds text to an existing one.

Convert a document to PDF

Converts a file in Journey to PDF.

Publish or share a document

Publishes a document from Journey or shares it by link.

Autopilot Journeys Explore Autopilot Journeys →

Triggers

New lead captured

Fires when a new lead or contact is captured in Autopilot Journeys.

Contact enters a workflow

Fires when a contact enters an automation in Autopilot Journeys.

Contact updated

Fires when a field on a contact changes in Autopilot Journeys.

Contact unsubscribed

Fires when a contact unsubscribes in Autopilot Journeys.

Actions

Create or update a contact

Creates or updates a contact in Autopilot Journeys.

Add a contact to a campaign

Adds a contact to a workflow or campaign in Autopilot Journeys.

Send a message

Sends an email or message to a contact via Autopilot Journeys.

Apply or remove a tag

Changes a contact's tags in Autopilot Journeys.

Generate custom contract documents for new leads When a new lead is captured in Autopilot Journeys, automatically create a document from a template in Journey pre-populated with contact details. See details

Append lead activity updates directly to customer notes When a contact enters a strategic workflow in Autopilot Journeys, automatically append lead activity details to their designated note in Journey. See details

See all Journey + Autopilot Journeys integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Enroll leads in campaigns when documents are sent for signature” between Journey and Autopilot Journeys?

Yes — describe it in the box above and Knit's Integrations Agent researches Journey and Autopilot Journeys's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How does connecting Journey and Autopilot Journeys aid sales and marketing teams?

Connecting Journey with Autopilot Journeys automates proposal generation, ensures lead records reflect contract signature status, and keeps contact notes aligned across departments.

Can capturing a new lead in Autopilot Journeys prepare a document in Journey?

Yes, when prospective clients complete forms in Autopilot Journeys, templates in Journey can automatically generate personalized agreements or briefing notes.