1.Detect new payment
Integrate Stripe and payment tools to detect completed payments and trigger contract outreach actions.
Send onboarding contract and W-9 after candidate payment received
Automatically monitor new payment completion across Stripe and hiring tools. Send contract signing links by SMS and email after you extract candidate details, so hiring coordinators complete onboarding without manual paperwork or chasing details.
How this automation speeds up contract signing
When new payment completes, delays can block offer processing and slow onboarding. This automation extracts candidate names, finds hiring records, waits the interval, and sends SMS and email linksβso your team collects signatures faster.
Stripeor swap with your favorite app
2.Extract candidate names
Integrate ChatGPT (OpenAI) and data parsing to extract first and last name fields for contract link personalization.
ChatGPT (OpenAI)or swap with your favorite app
3.Match hiring record
Integrate Zapier Tables and lookup tools to find the hiring table record by candidate email or extracted name.
Zapier Tablesor swap with your favorite app
4.Hold before outreach
Integrate Delay by Zapier and workflow timing tools to pause for the configured interval before contacting candidates.
Delay by Zapieror swap with your favorite app
5.Send contract SMS
Integrate Twilio and messaging tools to send the contract signing link by SMS with personalized greetings.
Twilioor swap with your favorite app
6.Send contract email
Integrate Gmail and email tools to send the contract signing link by email and include internal BCC recipients.
Gmailor swap with your favorite app
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Change status to send offer letter on schedule
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Create and publish candidate contract with checks now
Your candidate records lack signed offers and verification, delaying onboarding. Publish contracts and trigger checks automatically so hires move to onboarding same day.
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Create and send offer letters from updated rows
Your job offer rows in the hiring sheet can delay candidate signings and onboarding prep. The flow generates and sends offer letters so hires can sign and HR can start onboarding same day.
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Create and send offer letters to new candidates
Your job offer form submissions arrive unformatted, delaying offer creation and tracking for new hires. Get consistent, signed offers sent to candidates and HR so onboarding moves forward same day.
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Create consultant tracker record from extended offer notice
Your offer details rarely reach the consultant tracker, creating onboarding gaps and payroll delays. It adds offer and contact info to your hiring table so onboarding and payroll can start same-day.
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Create declined offer record for candidate hiring profiles
Your team lacks visibility when offer declines go unlogged, leaving hiring plans stale. Log declined offers to a hiring table so talent ops can reassign roles and update plans same day.
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Create draft offer email for accepted applicants today
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Create draft offer record when candidate approved for hire
Candidate approvals can advance without an offer draft, delaying recruiter outreach. Creates a draft offer linked to the candidate so hiring managers can review and send same day.
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Create employee offer records from new hiring tasks
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Create employment letters and alert requester in team chat
Your employment letter request sheet forces People Ops to assemble letters manually, delaying confirmations. The letter is created and the requester alerted so candidates receive documents same day.
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Create employment signature requests for new hire onboarding
Your hiring sheet's updated rows can leave offers unsigned and delay onboarding. It sends the signature request and notifies hiring owners so signatures arrive before start.
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Create HR record from signed employment contracts fast
Your signed employment contracts lack a tracked record, leaving onboarding staff unsure whether to start new-hire tasks. HR can begin onboarding steps the same day.
- View all
Explore all offer letter management automations
Accelerate offer delivery with automated letter generation, approval routing, and signature tracking
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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