Automation · Sales and quoting

Send the contract the customer accepted on WhatsApp for signature with Yousign

An AI agent creates in Yousign the contract the customer accepted on WhatsApp from your template, sends it for signature and says who is missing.

Show me this with my own operation See every automation

How do I send a contract for signature with Yousign as soon as the customer accepts on WhatsApp?

When the customer accepts on WhatsApp, a Met connected to Yousign asks for the details the contract needs, finds the template your company named and creates the signature request as a draft, with the customer as signer and the text fields filled in. It copies your salesperson, checks that the signer's email is right and sends the request. When the customer asks later, the Met finds their request and tells them whether they signed or what is missing. Signing happens in Yousign, not in the chat, and the send cannot be undone.

What starts it

When the customer writes

It starts when the customer accepts the proposal on WhatsApp and says they want to sign, or when they write back to ask about their contract. There is no trigger to configure: the Met assigned to the line runs the procedure inside that conversation.

Nothing to set up. The Met assigned to that channel picks up the conversation and runs the procedure inside it.

Who runs it

Sales Met that closes contracts

Sales team

It is the Met that runs the sales conversation on WhatsApp, with Yousign connected. Its work ends when the request went to the right email with the details filled in correctly and the customer knows how their signature is going.

Run by the sales closing Met

Channels: WhatsApp

What you need connected

Yousign Collect and manage

6 steps · 8 tools

The procedure, step by step

Each step shows the tool that runs. They belong to the real connector: if one of them stopped existing, this page would not build.

1
Take the right template

The Met searches Yousign for the template your team named in the skill, for example "Service contract". If it cannot find it, it stops and alerts the team instead of using a similar one.
- search_templates Yousign
2
Create the draft request

With the name, email and details the customer gave, the Met creates the request from the template, with the customer as signer and the text fields filled in. It is not sent yet.
- create_signature_request_from_template Yousign
3
Check the signer

The Met returns the signer's details and, if the customer corrects their email in the chat, it changes it in the draft before sending, without creating another request.
- get_signature_request_signer Yousign
- update_signature_request_signer Yousign
4
Copy the salesperson

The Met adds the salesperson who handles the customer as a follower, so they get the signature progress without having to ask.
- add_signature_request_follower Yousign
5
Send for signature

The Met sends the request and Yousign sends the invitation to the customer. The send cannot be undone, so the admin decides whether this action stays on.
- send_signature_request Yousign
6
Say how the signature is going

When the customer or your team asks, the Met finds the request and returns its history to say whether they signed, whether a reminder went out or what is missing.
- search_signature_requests Yousign
- get_signature_request_activity_feed Yousign

Before you start

What you need ready

The Met solves none of these for you. If one is missing, the automation stops there.

Your contract as a Yousign template

Save the contract in Yousign as a template, with the signer's place and the text fields the Met will fill in, and give the Met its name.
Yousign connected in Met

In Met, open Connections → Yousign → Connect and accept the connection. The admin decides whether sending requests stays on.
A WhatsApp line with the Met assigned

The business connects its WhatsApp Business API line and assigns the Met that sells. The close happens inside that conversation.

The limits

What this automation does NOT solve

Better said here than discovered halfway through the rollout.

It does not build contracts that are not templates. If each contract is different, prepare it in Yousign and use the Met to send it and track the signature.
The send cannot be undone. Once sent, the invitation reaches the signers; that is why the email should be checked first.
It does not ask for confirmation in the chat before sending: if the action is on, it sends. The admin decides which writes stay on.
It does not keep count of the connector cap: Yousign asks not to exceed 100 requests per month this way, and your team keeps track of that.