1.Detects record changes in Zengine
Integrate Zengine to detect an Updated Record event and begin processing agreement reminder moves.
Move unsigned agreements through staged reminder folders every five days
Automatically monitor agreement folder moves across Zengine and document approval workflows. Route agreements through timed reminder folders and mark them expired when unsignedβso you can advance stages, update reminder fields, and reduce manual follow-up.
How this automation stages reminders for unsigned agreements
When agreement records stay in early reminder folders, delays can leave unsigned agreements to slip and stall. This automation monitors folder moves and filters qualifying records, then updates reminder folders and rechecks after five daysβso your team can advance approvals reliably.
Zengineor swap with your favorite app
2.Checks initial reminder folder
Integrate Filter by Zapier to evaluate folder changes and continue only when the record matches the initial reminder folder.
Filter by Zapieror swap with your favorite app
3.Moves record to first reminder folder
Integrate Zengine to update the record folder field and optionally add a reminder note or timestamp.
4.Waits five days between stages
Integrate Delay by Zapier to pause for 5 days before the workflow reevaluates the agreement folder stage.
Delay by Zapieror swap with your favorite app
5.Advances to next reminder or expired
Integrate Zengine to recheck the expected folder and update the record to the next reminder folder or final expired folder.
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