SweepBright is a great tool for real estate agents to track clients, properties, and deals. And let’s face it, there’s a lot of paperwork in the real estate world and it can be a real drag on our time. Add Formstack Documents to the workflow and you can instantly populate all of your real estate documents with the click of a button. You’ll never have to copy and paste again!
In this example, we’re going to show you how to automatically populate an exclusive agency agreement from SweepBright then send the document over to DocuSign for e-signature. This whole workflow will happen with the click of a button!
To get started, we’re going to setup the template for our agreement using a Word document. Inside Word, we’re going to add our boilerplate terms, then for the spots that we want to insert our client/property info, we’re going to add merge fields like {$Seller_Name}, {$Property_Address}, etc.
Here’s what our template looks like:
Since we’ll be sending this document over to DocuSign for signing, we need to add DocuSign anchor tags so that DocuSign knows where to place the signature in our document. This tag is just text and looks like: \s1\
Once we have our template ready, we need to upload it to Formstack Documents. From the Documents page in Formstack Documents, click the New Document button and enter a name. On the next step, select Office Document as the document type then pick the file from your computer.
After you’ve uploaded your document, you’ll be taken to the Settings page where you can modify options like the type of file that you want to generate and the name of the file. For this example, we’re going to output a PDF and include the name of our client in the file name.
Next, we’re going to setup the delivery of our document so that it is automatically sent over to DocuSign for signing. Under the Deliver tab, click the New Delivery button then select DocuSign from the list. After you authenticate your DocuSign account, you’ll need to pick the signer’s name and email address (using merge fields).
Once you have saved your DocuSign delivery, we are done with the setup process inside Formstack Documents and we’re ready to integrate with SweepBright. To help with this integration, we’re going to use our friends over at Zapier.
Inside Zapier, let’s create a New Zap. For the Trigger, we’re going to choose SweepBright as the app, then Create Exclusive Agreement as the trigger.
Once you authenticate your SweepBright account, Zapier will load test data to make sure everything is working. Follow those steps and continue.
Next, we’re going to setup the Action of our Zap. For the app, we’re going to choose Formstack Documents and then Create Document Merge as the action.
Once you authenticate your Formstack Documents account, Zapier is going to load a list of the documents in your Formstack Documents account. Go ahead and pick the agreement that you just setup and Zapier will load a list of the merge fields in your document.
For each merge field, you need to pick the corresponding fields from SweepBright by clicking the button on the right side of the box. This tells Zapier how to send your data over to Formstack Documents so that it is populated in the correct spot on your template.
Once you have all of your merge fields matched up, go ahead and save your Zap then turn it on. We’re ready for a test! Login to SweepBright and open up one of your Properties and go to the Legal & Docs section. Under Document, click Add Documents > Create Document and select your document.
This will populate your agreement and send it over to DocuSign for signing. Here’s what our document looked like ready for signature!
Congrats, you’re all done! You can now instantly populate all kinds of documents from your SweepBright account. Can you think of any other ways you can use Formstack Documents to simplify your paperwork process?