OpenText Core Signature - Braze Integration and Automation

Common Integration Use Cases Between OpenText Core Signature and Braze

1. Signed Consent Capture Triggers Personalized Welcome Journeys

Flow: OpenText Core Signature ? Braze

When a customer signs a consent form, terms of service, or onboarding agreement in OpenText Core Signature, the signed status and key attributes can be sent to Braze to trigger a personalized welcome journey. This enables marketing and lifecycle teams to immediately engage the customer with relevant next steps, product education, or activation reminders based on the signed document type.

• Reduces delay between contract completion and customer engagement
• Ensures messaging only starts after legal consent is captured
• Supports onboarding for financial services, telecom, insurance, and SaaS

2. Contract Completion Updates Customer Lifecycle Segmentation

Flow: OpenText Core Signature ? Braze

When a sales contract, subscription agreement, or service amendment is fully executed, OpenText Core Signature can update Braze customer profiles with contract status, renewal dates, product entitlements, or customer tier. Braze can then segment audiences for upsell, cross-sell, renewal, or adoption campaigns based on the signed agreement.

• Improves targeting with accurate contract lifecycle data
• Enables renewal and expansion campaigns at the right time
• Aligns sales, legal, and marketing around a single customer view

3. HR Document Signing Completion Triggers Employee Engagement Messages

Flow: OpenText Core Signature ? Braze

For employee onboarding or internal HR processes, once an employee signs policy acknowledgements, benefits forms, or remote work agreements in OpenText Core Signature, Braze can send automated follow-up messages such as orientation reminders, training links, or benefits enrollment prompts. This is useful for organizations that use Braze for internal communications or employee experience journeys.

• Improves completion rates for onboarding tasks
• Reduces manual follow-up by HR teams
• Creates a consistent employee communication workflow

4. Abandoned Signature Workflow Recovery Campaigns

Flow: OpenText Core Signature ? Braze

If a recipient starts but does not complete a signature workflow in OpenText Core Signature, the incomplete status can be passed to Braze to trigger reminder messages through email, SMS, or push notifications. These reminders can include direct links back to the document and can be personalized based on the document type, urgency, or customer segment.

• Increases completion rates for critical documents
• Reduces manual chasing by operations and sales teams
• Supports time-sensitive workflows such as loan approvals or account setup

5. Post-Signature Customer Education and Adoption Campaigns

Flow: OpenText Core Signature ? Braze

After a customer signs an agreement for a new product, service, or feature, OpenText Core Signature can notify Braze to launch a tailored education sequence. Braze can deliver onboarding tips, feature highlights, usage milestones, and support resources based on the signed product or service category.

• Speeds up product adoption after purchase
• Improves customer satisfaction and retention
• Helps customer success teams scale onboarding communications

6. Marketing Campaigns Initiate Signature Requests for High-Intent Leads

Flow: Braze ? OpenText Core Signature

When Braze identifies a high-intent customer, such as someone who completes a pricing page journey, responds to a promotional offer, or reaches a qualification threshold, it can trigger a signature request in OpenText Core Signature for a quote, order form, or service agreement. This shortens the path from engagement to conversion.

• Converts engaged prospects faster
• Creates a seamless handoff from marketing to legal or sales operations
• Supports digital sales motions with less manual processing

7. Bi-Directional Consent and Preference Management

Flow: OpenText Core Signature ? Braze

OpenText Core Signature can capture signed marketing consent, privacy acknowledgements, and communication preferences, then send that data to Braze to update subscription status and audience eligibility. In return, Braze engagement data such as opt-outs, campaign interactions, or preference updates can be used to inform future signature workflows and ensure compliant communication handling.

• Helps maintain compliant customer communications
• Prevents messaging to users without valid consent
• Aligns legal, privacy, and marketing operations

8. Renewal and Amendment Notifications Based on Signed Document Events

Flow: OpenText Core Signature ? Braze

When a renewal, amendment, or addendum is signed in OpenText Core Signature, Braze can automatically update lifecycle campaigns to notify customers of next steps, service changes, or renewal milestones. This is especially valuable for subscription businesses and account management teams that need timely, personalized communication after contract changes.

• Improves visibility into contract-driven customer changes
• Supports proactive communication around renewals and amendments
• Reduces confusion by keeping customers informed immediately after signing