1.Detect new payment
Integrate Stripe and payment workflow tools to detect New Payment and trigger agreement handling from the payment signal.
Send signed agreement request after payment to guest
Automatically monitor New Payment events across Stripe and agreement workflows. Create and update booking-linked DocuSign requests when payment clears or customer name is present or customer email is present—so you can send envelopes, confirm booking references, and inform staff without manual follow-up.
How this automation sends agreements after payment
When new payments arrive but agreements are not sent right away, guests may miss policy details and staff can lose time reconciling bookings. This automation filters payment data, looks up reservation matches, waits briefly, and sends a DocuSign envelope—so your team can confirm booking context fast.
Stripeor swap with your favorite app
2.Filter by guest contact details
Integrate Filter by Zapier and data validation tools to continue only when the payment includes customer name and email.
Filter by Zapieror swap with your favorite app
3.Lookup reservation row
Integrate Google Sheets and booking lookup tools to find the booking reference and reservation status for the guest.
Google Sheetsor swap with your favorite app
4.Wait for reconciliation
Integrate Delay by Zapier and scheduling tools to pause 10 minutes and reduce misses while systems reconcile.
Delay by Zapieror swap with your favorite app
5.Send envelope from template
Integrate DocuSign and agreement workflows to send an envelope using the booking reference and payment recipient details.
Docusignor swap with your favorite app
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Speed up guest confirmations with automated booking alerts, message delivery, and calendar updates
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Automate and measure
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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