1.Catches raw hook for signing payload
Integrate Webhooks by Zapier and automation utilities to receive webhook payloads and to pass raw data forward.
Create contract record and store signed PDF in repository
Automatically monitor signed quote webhooks across Webhooks by Zapier and Code by Zapier. Create and update contract records, upload signed PDFs to Google Drive, and archive copiesβso legal and billing can act fast without manual intake and paperwork.
How this automation creates contract records from signed PDFs
When signing webhooks arrive but documents stay untracked, legal and billing lose time and risk missed follow through. This automation receives webhook payloads, parses signed PDF details, creates records, and uploads archived filesβso your team can act fast.
Webhooks by Zapieror swap with your favorite app
2.Fetches signed PDF and parses metadata
Integrate Code by Zapier (Python) and contract parsing tools to fetch and parse metadata from the signing system.
Code by Zapieror swap with your favorite app
3.Requests API token for contract system
Integrate Webhooks by Zapier and authentication tools to request a client credentials token for API access.
4.Creates record and uploads signed PDF
Integrate Code by Zapier (Python) and contract system APIs to create contract records and upload signed PDFs.
5.Creates folder and uploads to repository
Integrate Google Drive and document storage tools to create counterparty folders and to upload the signed PDF.
Google Driveor swap with your favorite app
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Organize contract records faster with automated document filing, version tracking, and repository updates
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