Real-World Workflows
See how Super Family products connect to automate your business processes end-to-end. From sales pipelines to HR workflows.
Popular Workflows
These are the most common integration patterns our customers use to automate their businesses.
Sales Pipeline: Lead to Close
Superforms captures lead details from your website (company size, pain points, budget). High-value leads trigger webhook to create Supermark proposal with view tracking. When prospect opens proposal 3+ times, sales rep gets notified. Verbal agreement reached, Supersign sends contract for e-signature. Signed contract auto-files to your document system via API.
Client Onboarding: Sign to Deliver
New client signs contract in Supersign with cryptographic proof. Signature completion triggers Superforms onboarding questionnaire via webhook. Form submission generates custom onboarding guide in Supermark, shared with view tracking. Client books kickoff call via Supercal.
HR Workflow: Apply to Hire
Job applicants fill out Superforms application with resume upload. Top candidates move to Supercal for interview scheduling. Offer accepted, Supersign sends offer letter and NDA. New hire completes I-9 and W-4 forms in Superforms with signature capture. Welcome packet delivered via Supermark with completion tracking.
Advanced Workflows
Complex multi-step workflows that demonstrate the full power of the Super Family ecosystem.
Investor Relations: Pitch to Term Sheet
Share pitch deck via Supermark with view tracking. When investor views 3+ times, trigger email with Superforms data room request form. Completed form triggers Supersign to send SAFE agreement. Track signature status and document all interactions.
Key Benefits:
- Know which investors are engaged before follow-up
- Capture structured due diligence requests
- Fast-track committed investors to term sheet
Impact:
Reduce pitch-to-term-sheet from 3 weeks to 1 week
Partnership Pipeline: Outreach to Contract
Superforms partnership inquiry form on website. Qualified leads get Supermark partnership deck with tracking. Hot leads (2+ deck views) receive Supercal link for strategy call. Post-call, Supersign sends partnership agreement for signature.
Key Benefits:
- Filter out low-quality partnership inquiries
- Prioritize engaged potential partners
- Streamline contract negotiation to execution
Impact:
Close partnerships 40% faster with automated follow-ups
Content Marketing: Lead Magnet to Nurture
Visitor downloads whitepaper via Superforms (with email capture). Auto-deliver PDF via Supermark with view analytics. If they read 80%+ of document, webhook triggers "high intent" tag in CRM. Supercal link sent for consultation booking.
Key Benefits:
- Track content engagement vs just downloads
- Identify sales-ready leads automatically
- Reduce sales follow-up on cold leads
Impact:
Increase lead-to-opportunity conversion by 2.5x
Customer Offboarding: Cancellation to Exit Interview
Customer submits cancellation request via Superforms. Trigger Supercal link for retention call. If call unsuccessful, Supersign sends service termination agreement and final invoice. Superforms exit interview sent post-signature for feedback.
Key Benefits:
- Attempt retention before processing cancellation
- Ensure legal compliance with termination docs
- Collect structured feedback for product improvement
Impact:
Retain 15-20% of at-risk customers with intervention calls
Event Management: Registration to Post-Event Follow-Up
Superforms event registration with ticket selection and dietary restrictions. Confirmed attendees get Supermark event guide with venue info. Day-after event, Supersign sends speaker presentation NDA. Post-event Superforms feedback survey.
Key Benefits:
- Centralized attendee data management
- Track who reviewed event materials
- Protect IP with automatic NDA distribution
Impact:
Automate 90% of event logistics, save 20 hours per event
Integration Patterns
Common patterns for connecting Super Family products via webhooks and APIs.
View Tracking Triggers
Use Supermark view data to trigger next steps in your workflow
Examples:
- → After 3+ proposal views → send contract via Supersign
- → If deck viewed <30 seconds → trigger nurture email campaign
- → When investor shares deck → notify BD team in Slack
Form Submission Routing
Route Superforms submissions to different workflows based on answers
Examples:
- → High budget leads → instant Supercal booking link
- → Low budget leads → nurture sequence with Supermark case studies
- → Enterprise inquiries → direct CRM task for account exec
Signature Completion Automation
Trigger downstream actions when Supersign documents are signed
Examples:
- → Contract signed → create onboarding project in PM tool
- → NDA signed → grant access to Supermark data room
- → Offer letter signed → trigger Superforms I-9/W-4 workflow
Meeting Booking Follow-Ups
Automate pre/post meeting workflows with Supercal webhooks
Examples:
- → Meeting booked → send Supermark prep materials 24h before
- → Meeting completed → auto-send Superforms feedback survey
- → No-show → reschedule link + reminder via email
Build Your Own Workflows
Every Super Family product has webhooks and APIs. Mix and match to create custom workflows for your unique business needs.