1.Watch new completed envelope
Integrate DocuSign and document workflow tools to detect new completed envelopes and route qualifying grant agreements forward.
Create draft bill from signed grant agreements and save PDF
Automatically monitor new completed envelope submissions across DocuSign for qualifying grant agreements. Create accounting-ready contacts, draft bills, and archived PDF files across Xero and Google Driveβso you can convert signed grants into ready-to-post invoices without manual tracking.
How this automation creates draft bills from signed grants
When signed grant agreements arrive scattered across eSignature inboxes and storage, draft bill work stalls. This automation filters qualifying envelopes, extracts tax details, creates or updates Xero contacts and draft bills, and uploads the signed PDFsβso your team can invoice faster without rework.
Docusignor swap with your favorite app
2.Continue only for qualifying signers
Integrate Filter by Zapier and envelope metadata tools to continue only for qualifying signer roles and completed agreements.
Filter by Zapieror swap with your favorite app
3.Extract tax identifier from documents
Integrate Sub-Zap by Zapier and document parsing tools to extract the Tax ID from attached W9 or form PDFs.
Sub-Zap by Zapieror swap with your favorite app
4.Normalize recipient email details
Integrate Formatter by Zapier and email normalization tools to select and normalize the first signer email for matching.
Formatter by Zapieror swap with your favorite app
5.Find or create contact
Integrate Xero and contact management tools to find or create contacts and map addresses and the extracted tax identifier.
Xeroor swap with your favorite app
6.Create draft bill and attach signed file
Integrate Xero and invoice workflow tools to create draft bills with due dates, line details, and the signed attachment.
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