1.Form Submission Created
Integrate Zapier Forms and intake forms to detect submissions and start statement of work creation.
Create statement of work and email partner contact
Automatically monitor form submissions in Zapier Forms and cross-reference partner details across Google Sheets. Create and update when intake form submitted, partner identifier provided, or billing type setβso you can generate SoWs, compute hourly totals, and email partner contacts without manual contract paperwork.
How this automation accelerates your SoW delivery
When intake form submissions fail to produce timely documents, partner coordination stalls and work starts late. This automation looks up partner records and computes totals, then creates documents and emails partner contactsβso your team can deliver SoWs faster.
Zapier Formsor swap with your favorite app
2.Lookup Spreadsheet Row
Integrate Google Sheets and spreadsheet lookup tools to fetch partner contact details and return template fields.
Google Sheetsor swap with your favorite app
3.Text Numbers conditional
Integrate Formatter by Zapier and calculations tools to compute formatted hourly totals and map totals into the template.
Formatter by Zapieror swap with your favorite app
4.Create Document from Template
Integrate Google Docs and document templates to create the SoW in Outputs folder and share as writer.
Google Docsor swap with your favorite app
5.Send Email
Integrate Gmail and email delivery tools to send the SoW link to the partner contact and share the document.
Gmailor swap with your favorite app
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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.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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