🔁 Connecting WP Sync And Your Autoresponder

A signed contract is usually the start of something: onboarding, a welcome series, an intake form. ResultsAiX Sign can hand every signer of a completed document to your email tools automatically, so the next step starts the moment the last signature lands.

There are two routes. ResultsAiX Mailer on the same site needs no keys at all. WP Sync connects to your autoresponder. Both are part of the core plugin and do not need PRO.

Where to find it:

Open AiX Sign, the Settings tab, and scroll to the Automation section. Under the PRO reminder and webhook fields are two boxes: WP Sync and ResultsAiX Mailer.

Using ResultsAiX Mailer:

When ResultsAiX Mailer is active on the same WordPress site, its box offers the hand-off settings. Otherwise it explains how to get Mailer.

1. Tick Add signers of completed documents to ResultsAiX Mailer.
2. Under Mailer list, type in the search box to filter your lists, then choose one from the list. Each list shows its subscriber count.
3. Under Tag to apply, keep contract-signed or type your own tag. Leave it blank for no tag.
4. Click Save Settings at the bottom of the screen.

When a document completes, every signer with a valid email address is added to that list with their first and last name split from the name on file, and the tag is added. Mailer automations that start on that tag begin straight away. The list's own double opt-in setting applies, and addresses suppressed in Mailer are not added.

If Mailer has no lists yet, the box says so. Create one in ResultsAiX Mailer, then reload the Settings tab.

Using WP Sync:

When WP Sync is installed and licensed, ResultsAiX Sign appears as a source inside it.

1. Install and activate WP Sync, and activate its licence.
2. Check the WP Sync box on the Sign Settings tab. It reads Connected when it is ready.
3. In WP Sync, build a bridge with ResultsAiX Sign as the source and your autoresponder as the destination. The source offers one list: All signed documents.
4. Set the destination list, tags and any delay in WP Sync and save the bridge.

What WP Sync receives:

For each signer with an email address: the email, the first and last name, a contact ID, and three fields: document (the title), signed_at (the signing time) and status (signed). A key made from the document and signer numbers travels with it, so the same signer on the same document is recognised if it arrives twice.

The WP Sync box says one of three things:

• Install WP Sync, when WP Sync is not on the site
• WP Sync is installed but not licensed, when it needs its licence
• Connected, when you can build the bridge

Checking the connection:

The Diagnostics tab has two lines for this. WP Sync connector shows Connected, installed but not licensed, or not installed. ResultsAiX Mailer hand-off shows On when signers join your Mailer list, or tells you the hand-off is not enabled yet.

Who is handed off:

Every signer of a completed document, including signer 1. If you sign your own agreements as signer 1, you will be added to the list too. Documents that are declined, voided or expired are not handed off.

A real example:

Oakridge Web Studio has a Mailer list called New Clients with a welcome automation that starts on the tag contract-signed. When Kim Sato signed the NDA, Kim joined New Clients and the welcome email went out within minutes: what happens next, the intake form and the kick-off call link.

Tips:

• Use a separate list or tag for signed clients, so your onboarding emails go only to them.
• If you use neither tool, PRO's completion webhook can send the details to Zapier, Make or your own system. See What ResultsAiX Sign PRO Adds.
• Test with a document signed by your own second email address before relying on it.