1.Monitor matching inquiry emails
Integrate Gmail and email filtering tools to watch for inbound messages and capture message metadata.
Send NDA request to inbound listing prospect immediately
Automatically monitor inbound email matches across Gmail for contract inquiry metadata. Create and update when reply address exists, inquiry keywords match, or a reply arrivesβso you can send NDA requests, log outreach for broker review, and reduce manual follow-up.
How this automation sends NDA requests fast
When inbound listing replies arrive in your inbox, delays can slow deal momentum and confuse broker review. This automation watches inbox matching emails, filters valid replies, sends an NDA request, and logs the outreach for reportingβso your team can move faster.
Gmailor swap with your favorite app
2.Filter valid reply threads
Integrate Filter by Zapier and automation rules to continue only when a reply address exists and threads are not bulk.
Filter by Zapieror swap with your favorite app
3.Send NDA request email
Integrate Gmail and templating tools to send a templated NDA request, mapping the reply address to the To field.
4.Create tracking worksheet row
Integrate Google Sheets and reporting systems to create a tracking row with the NDA timestamp and outreach status.
Google Sheetsor swap with your favorite app
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Attach completed agreement to issue and notify assignee
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Attach completed signed documents to matching records today
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Attach completed signed documents to onboarding customer record
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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.
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Attach incoming unsigned addenda to deal records and folder
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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.
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Attach signed contracts and files to project records
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Attach signed documents to case records and update ledger
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Attach signed PDF to verification record on signing
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Attach signed stockist agreement to contact record immediately
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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
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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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