1.Detect contract signed
Integrate eSignatures and contract signature filters to continue only for qualifying contract types to route ready kickoff data.
Create onboarding project and client folders after contract signed
Automatically watch eSignatures contract signed events across eSignatures and onboarding tools. Create and update onboarding records, folders, and ClickUp kickoff work when qualifying contracts are signedβso you can avoid manual project setup, folder creation, and task kickoff.
How this automation accelerates your client kickoff
When contract signed events arrive, delays can stall engineering and PM kickoff work. This automation filters qualifying signatures, formats signer details, creates onboarding records and Drive folders, and launches ClickUp projectsβso your team can start with the right workspace immediately.
eSignaturesor swap with your favorite app
2.Format signer and domain details
Integrate Formatter by Zapier and data formatting tools to extract signer name, email, and email domain to prepare onboarding fields.
Formatter by Zapieror swap with your favorite app
3.Create onboarding record
Integrate Zapier Tables and onboarding databases to search by company domain and create a new onboarding record when none exists.
Zapier Tablesor swap with your favorite app
4.Create client folder structure
Integrate Google Drive and file organization tools to create a client main folder and standard subfolders, then return the folder link.
Google Driveor swap with your favorite app
5.Launch project and kickoff task
Integrate ClickUp and task management tools to create the client project, add a Client info task, and update Zapier Tables with links.
ClickUpor swap with your favorite app
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Accelerate client delivery with automated project intake, task assignment, and deadline alerts
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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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