Auto-Send an NDA for E-Signature When a New Client Is Added
An n8n workflow that fires when a new client is created in your CRM, sends them your NDA through an e-signature provider, and updates the record when it's signed — so paperwork happens the moment a relationship starts instead of days into the project.
- 1
Trigger on new client
A
Webhookcatches the CRM 'new client' event with name, email and record ID. - 2
Send the NDA
An
HTTP Requestcalls your e-signature provider to create a signature request from your NDA template, pre-filling the client's name and email. - 3
Listen for completion
A second
Webhookreceives the provider's completed event when the client signs the document. - 4
Update and notify
An
HTTP Requestmarks the CRM record's NDA field as signed, and aSlacknode tells the account owner they're cleared to proceed.
Frequently asked questions
Which e-signature tools work?
Any with an API — DocuSign, Dropbox Sign, PandaDoc, SignWell. The workflow sends a signature request from your NDA template with the client's name and email pre-filled, then listens for the 'completed' webhook to mark it done.
How does it know when the NDA is signed?
A second webhook receives the provider's 'document completed' event. That updates the CRM record's NDA field to signed and can notify the account owner — closing the loop without anyone checking the signing dashboard.
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