1.Catches incoming event record
Integrate Webhooks by Zapier and event delivery tools to ingest the booking payload to match contract records.
Create performance contract PDF from event record for clients
Automatically catch incoming event records and locate matching contract details across Webhooks by Zapier and Airtable. Create and update PDFs when submission IDs arrive, references match, or fields finish formattingβso you can export contracts, store document links, and mark contract generated without manual paperwork.
How this automation creates performance contract PDFs
When incoming event records arrive without a generated PDF, contract follow-up stalls. This automation finds the right contract and exports a PDF while updating status and linksβso your team can reduce manual paperwork.
Webhooks by Zapieror swap with your favorite app
2.Finds matching contract record
Integrate Airtable and record lookup tools to locate the matching booking or contract record to map source identifiers.
Airtableor swap with your favorite app
3.Calls sub zap for contract checks
Integrate Sub-Zap by Zapier and validation workflows to cancel or flag previous open contracts for the same booking to prevent conflicts.
Sub-Zap by Zapieror swap with your favorite app
4.Formats template fields for dates and totals
Integrate Formatter by Zapier and data transformation tools to convert event and payment dates and format currency totals to fill placeholders.
Formatter by Zapieror swap with your favorite app
5.Creates document from template and exports PDF
Integrate Google Docs and document template tools to populate contract placeholders and export the PDF to store the contract output.
Google Docsor swap with your favorite app
6.Updates booking contract generation status
Integrate Airtable and record update tools to set contract generated status, save document link and PDF, and populate first payment due date to complete generation.
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Organize contract records faster with automated document filing, version tracking, and repository updates
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Step 1
Connect your tools
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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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