1.Captures new form response
Integrate Tally and document mapping tools to capture submission fields and to centralize agreement inputs.
Generate participation agreement PDF and send for signing
Automatically capture new participation form responses across Tally, Code by Zapier, PDFMonkey, and Zapier Tables. Create and update when signing preferences arrive and formatted agreements are readyβso you can route for eSignature or send for manual signing, track submissions, and keep documentation moving without manual follow-up.
How this automation protects your signing process
When new form responses are captured, contracts can stall and signer outreach gets delayed. This automation formats dates and generates a participation agreement PDF, then routes the document for signing and logs submission trackingβso your team can close the loop fast.
Tallyor swap with your favorite app
2.Formats incoming date fields
Integrate Code by Zapier and formatting tools to convert raw date fields and to produce formatted date placeholders.
Code by Zapieror swap with your favorite app
3.Generates participation agreement PDF
Integrate PDFMonkey and PDF template tools to map placeholders into the PDF and to create a download URL.
PDFMonkeyor swap with your favorite app
4.Routes by signing preference
Integrate Filter by Zapier and branching logic tools to check signing preference and to continue the right delivery path.
Filter by Zapieror swap with your favorite app
5.Requests eSignature or emails PDF
Integrate Signaturit / Brevo + Zapier Tables and email delivery tools to create signature requests or send transactional emails.
Brevoor swap with your favorite app
6.Logs submission and signer status
Integrate Signaturit / Brevo + Zapier Tables and tracking tables tools to record submission ID, PDF URL, and status updates.
Automate your work, your way
Build custom automations across your tools in minutes. Describe what you need, connect your apps, and create workflows without the manual effort.
Trusted by 3.4 million companies
Related automations
- Apps: Ironclad, Paths by Zapier, Google Drive, Delay by Zapier, SalesforceSwap with your favorite apps.
Add signed contracts to account records and shared folder
Your signed contracts stay in the contract system, so account owners can't find agreements and onboarding stalls. It adds signed files to the account record so teams can start onboarding same day.
- Apps: Docusign, Filter by Zapier, Formatter by Zapier, Jira Software CloudSwap with your favorite apps.
Attach completed agreement to issue and notify assignee
Your completed signature envelopes go unlinked from issues, leaving engineers without agreement context. Attach signed PDFs to the related issue and notify the assignee for access same day.
- Apps: Docusign, Filter by Zapier, Code by Zapier, AirtableSwap with your favorite apps.
Attach completed signed documents to matching records today
Your signed envelopes arrive untracked, leaving contract and candidate records without file links. Files are attached to matching records so coordinators can act same day.
- Apps: Docusign, Zapier Tables, Code by Zapier, Webhooks by ZapierSwap with your favorite apps.
Attach completed signed documents to onboarding customer record
Completed signature packets and W-9s sit unlinked to onboarding records, delaying campaign readiness. It links signed files to the onboarding record for immediate access before campaign activation.
- Apps: Airtable, Filter by Zapier, Code by Zapier, ConvertAPI PDF ToolsSwap with your favorite apps.
Attach executed NDA PDF to the intake record
Your intake records can lack the executed NDA, stalling screening and investor diligence. It generates the PDF and attaches it to the record so your operations team can access it same day.
- Apps: EasyFTP, Formatter by Zapier, Zoho CRM, Zoho WorkDriveSwap with your favorite apps.
Attach incoming unsigned addenda to deal records and folder
Your unsigned contract addendums land in FTP without deal context, stalling signatures and handoffs. Linked to the deal record, your reps and coordinators get file access and can act same day.
- Apps: Dropbox Sign, Delay by Zapier, Webhooks by Zapier, AirtableSwap with your favorite apps.
Attach signed agreements to license request records automatically
Your license request records are missing signed agreements, delaying campaign approvals and compliance checks. It attaches signed files to the request record so brand managers get verified copies same day.
- Apps: PandaDoc, Close, SlackSwap with your favorite apps.
Attach signed agreement to lead and notify team
Your completed agreements aren't attached to leads, leaving account managers without contract context. Attach the signed PDF to the lead and notify stakeholders to enable same-day onboarding.
- Apps: Webhooks by Zapier, Docusign, Code by Zapier, Zapier TablesSwap with your favorite apps.
Attach signed contracts and files to project records
Your signed contract envelopes arrive without project context, leaving records unlinked and review delayed. Attachments are added to the matching project record for same-day review.
- Apps: Docusign, Filter by Zapier, Code by Zapier, Google Sheets, Filevine, DropboxSwap with your favorite apps.
Attach signed documents to case records and update ledger
Your signed packets land in inboxes without a case link, delaying triage and billing. Signed PDFs are added to the case record and operations ledger so coordinators start triage same day.
- Apps: eSignatures, AirtableSwap with your favorite apps.
Attach signed PDF to verification record on signing
Your signed agreements lack a verifiable link, forcing compliance to search for PDFs and delaying onboarding. Attach each signed PDF to its verification record so teams can complete checks same day.
- Apps: Jotform, Delay by Zapier, Google Drive, HubSpot, GmailSwap with your favorite apps.
Attach signed stockist agreement to contact record immediately
Signed stockist agreements from form submissions often sit unfiled and stall onboarding. It attaches the signed PDF to the contact and updates their record so documentation is available same day.
- View all
Explore all contract documentation management automations
Organize contract records faster with automated document filing, version tracking, and repository updates
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
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
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.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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
Ready to automate your workflow securely?
Streamline processes, uncover new opportunities, and respond faster to change. Empower your team to get more done, without the manual work.