1.Detect new opportunity card
Integrate Pipefy and contract lifecycle tools to capture the new card and trigger document creation for contract requests.
Create and send commercial contract for client signature
Automatically monitor new opportunity cards across Pipefy and your document signing stack. Create and update when contract dates map, signatures are requested, and contract links get attachedβso you can generate PDFs, request eSignature, and update status without manual paperwork.
How this automation accelerates client signatures
When new opportunity cards arrive without contract documents and signature requests, delays can stall revenue. This automation formats dates, creates Google Docs and PDFs, requests signatures in Clicksign, and updates the Pipefy cardβso your team can send contracts faster.
Pipefyor swap with your favorite app
2.Formats contract date field
Integrate Formatter by Zapier and date tools to map the card created date into contract date format.
Formatter by Zapieror swap with your favorite app
3.Creates document from template
Integrate Google Docs and document templating tools to map proposal details into the contract body and signer fields.
Google Docsor swap with your favorite app
4.Exports document to PDF
Integrate Google Docs and PDF tools to generate a PDF version and surface the export URL for signing.
5.Requests signature for PDF
Integrate Clicksign and signature request tools to upload the PDF and send the signature request to the signer email.
Clicksignor swap with your favorite app
6.Updates card with signature link
Integrate Pipefy and contract status tools to attach the Clicksign document link and set contract status to sent.
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Add contact and save signed agreement to files
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Add contract signed timestamp to client database records
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Add external legal approvals to tracker records automatically
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Add MSA status and form link to project item
New project items missing legal tags force intake to identify agreements manually and delay prep. This adds a status and form link so coordinators have agreement context before kickoff.
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Add NDA view updates to issue comments for stakeholders
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Add onboarding record and alert teams on accepted contract
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Add or update contract records in tracking sheet
Your completed contract records arrive untracked, leaving owners without expiry or tenant context. Rows are added or updated so managers have accurate status ahead of renewal.
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Add sent agreement links to partner application records
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Add signed agreement signers to master account list
Your completed agreements sit scattered, delaying follow-up and audit readiness. Capture signer names and signed PDF links into one master sheet for visibility within minutes.
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Add signed agreement tags to contact record for onboarding
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Explore all contract lifecycle management automations
Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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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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