1.Captures contract accepted payload
Integrate Ignition and document context to capture acceptance details and extract client name and PDF download link to fetch the signed file.
Save signed engagement letters to billing and tax folders
Automatically capture contract accepted events across Ignition and SharePoint engagement folders. Download signed PDFs, build dated billing or tax filenames, and upload to the right folder when contract accepted, proposal accepted, or engagement letters signedβso you can protect audit-ready records without manual filing.
How this automation protects your billing records
When contracts accepted arrive and signed PDFs stay unorganized, billing and tax teams lose time locating the right document. This automation captures acceptance details, downloads the signed PDF, routes it to the correct department folder, and uploads it to SharePointβso your team can retrieve engagement letters fast.
Ignitionor swap with your favorite app
2.Generates dated filename
Integrate Code by Zapier and timestamp tools to build a formatted date token and combine it with the client name to create the final filename.
Code by Zapieror swap with your favorite app
3.Downloads signed PDF file
Integrate Webhooks by Zapier and HTTP tools to GET the signed PDF from the mapped download link and pass the file payload onward.
Webhooks by Zapieror swap with your favorite app
4.Routes by Billing or Tax
Integrate Paths by Zapier and routing rules to evaluate the mapped department field and continue the matching path for Billing or Tax.
Paths by Zapieror swap with your favorite app
5.Uploads to department folder
Integrate Microsoft SharePoint and document libraries to upload the signed PDF, set the chosen site and folder path, and apply overwrite behavior.
Microsoft SharePointor swap with your favorite app
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