1.Monitors new contract file
Integrate Leap and contract file sources to watch configured offices and contract sections for new files and capture file metadata.
Trigger contract intake workflow for new contract files
Automatically monitor contract files being added across Leap configured offices and contract sections. Kick off intake workflows when configured contract sections receive new file uploads, when office-specific metadata updates, or when source submission context changes β so you can match customers to records, start downstream intake, and assign ownership without manual intake.
How this automation accelerates contract onboarding
When new contract files are added to configured contract sections, delays can stall onboarding and billing. This automation watches for new files, looks up customer records, and invokes an intake subworkflowβso your team can onboard faster without manual coordination.
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2.Matches customer by email
Integrate Leap and customer record systems to match the submission source to an existing customer record by email and collect contact fields.
3.Invokes intake subworkflow
Integrate Sub-Zap by Zapier and intake workflows to map file link and customer context, assign owner fields, and invoke downstream intake.
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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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