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Precisely + Typeform

Create Precisely contracts and send them for signing when new Typeform entries are made

Some contracts are easiest to create by collecting information. This Zapier automation creates a contract through form input. It automatically creates a Precisely contract and sends it for signing when a Typeform entry is made.

Some contracts are easiest to create by collecting information. This Zapier automation creates a contract through form input. It automatically creates a Precisely contract and sends it for signing when a Typeform entry is made.

  1. When this happens...
    TypeformTypeform
    New Entry

    Triggers when a form is submitted.

    TriggerInstant
  2. automatically do this...
    PreciselyPrecisely
    Create Contract From Template

    Triggers when a new contract project is created for an organization.

    ActionWrite
  3. then do this...
    PreciselyPrecisely
    Add Signee to Project

    Adds a signee to all contracts for a project.

    ActionWrite
  4. then do this!
    PreciselyPrecisely
    Send a Project for Signing

    Sends every contract in a project out for signing to all signees.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • title of your formRequired

    • Choose Workspace To Create This Form In, leave it blank for default workspace

    Action
    Write
    • Form To Update Question inRequired

    • Please provide list of choices

    Action
    Write
    • FormRequired

    • responses submitted since the specified date and time.

    • responses submitted until the specified date and time.

    • search for responses that include the specified string.

    • search for responses that are complete.

    • maximum number of responses to fetch (default: 25, max: 1000)

    Action
    Search
    • Organization IdRequired

    Trigger
    Scheduled
    Try It
precisely logo
precisely logo

About Precisely

Precisely provides contract automation, e-signatures, streamlined approvals, digital archiving and smart reminders for all your contracts, all in the cloud.

Related categories

  • Documents
typeform logo
typeform logo

About Typeform

Typeform helps you ask awesomely online! If you ever need to run a survey, questionnaire, form, contest etc. Typeform will help you achieve it beautifully across all devices, every time, using its next generation platform.
Learn moreHelp

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