1.Monitors new matching email with attachments
Integrate Gmail, email search tools, and attachment handling to detect qualifying emails to route contract PDFs into the workflow.
Save signed contract PDFs and log receipt in tracking sheet
Automatically detect signed contract pdf arrivals across Gmail and analytics tools. Create and update tracking rows when qualified emails match your query and attachments pass the filterβso you can save PDFs, record receipts, and audit documents without manual logging.
How this automation preserves your contract receipts
When signed contract PDFs arrive by email, delayed filing and missing receipts can create billing and audit risk. This automation watches Gmail for matching attachment emails, filters and formats details, uploads the file, and creates a tracking rowβso your team can document receipts automatically.
Gmailor swap with your favorite app
2.Filters qualifying email records
Integrate Filter by Zapier, email rules, and validation checks to continue only when records meet subject and attachment requirements.
Filter by Zapieror swap with your favorite app
3.Formats reference and file name
Integrate Formatter by Zapier, subject parsing, and naming rules to generate a short reference and readable file name from the email subject.
Formatter by Zapieror swap with your favorite app
4.Uploads PDF and returns shareable link
Integrate Google Drive, shared folder storage, and file upload tools to upload the attachment and return a link for tracking.
Google Driveor swap with your favorite app
5.Creates receipt row in tracking sheet
Integrate Google Sheets, spreadsheet mapping tools, and audit tracking to add the receipt fields and save file link and status.
Google Sheetsor swap with your favorite app
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Attach signed PDF to verification record on signing
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Explore all contract documentation management automations
Organize contract records faster with automated document filing, version tracking, and repository updates
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Step 1
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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