How to automatically create a new subscriber on Drip for a newly signed envelope in Signeasy

Relay.app is an automation tool that lets you automate actions across Drip, Signeasy, and many other apps. In this guide, we'll show you how to automatically get or create subscriber in Drip for each envelope signed in Signeasy using Relay.app.
Signeasy logoSigneasy > Drip
Trigger
Last triggered
Signeasy logoEnvelope signed
Drip logoGet or create subscriber
1

Create your playbook and set the Signeasy trigger as "Envelope signed"

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 "Envelope signed" under Signeasy. Then, add details like name. This will allow your playbook to automatically detect the newly signed envelope in Signeasy and initiate necessary actions.

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

2

Add the "Get or create subscriber" in Drip automation

Integrate the Drip automation into your playbook to ensure the prompt creation of a new subscriber in Drip when a new envelope has been signed in Signeasy.

Click the "Add step" button, then locate the "Get or create subscriber" automation for Drip and input the mandatory and relevant details.

If your Drip 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 Drip account.

3

Activate your Relay.app playbook

Activating your playbook is the final step to automate the creation of a new subscriber in Drip. Once turned on, it will respond to each newly signed envelope on Signeasy by creating a new subscriber in Drip 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.

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