1.Detect form submission created
Integrate Zapier Forms and form intake tools to detect new contract request submissions and start the automation.
Create and send contract from manual request form
Automatically monitor form submission created in Zapier Forms across contract template and eSignature apps. Create and send contract when qualifying submissions include a template token, so you can capture signer details, send for signature, and notify support without manual intake paperwork.
How this automation sends contract requests faster
When form submissions come in unfiltered, coordinators waste time re-typing fields and missing eligible requests. This automation filters qualifying records, extracts the template token, creates and sends a contract with eSignatures, and alerts support in Slackβso you can onboard customers sooner.
Zapier Formsor swap with your favorite app
2.Continue only for qualifying submissions
Integrate Filter by Zapier and routing rules to check region or request type and continue only for qualifying submissions.
Filter by Zapieror swap with your favorite app
3.Extract template token from submission
Integrate Formatter by Zapier and regex tools to extract a template token and prepare the template reference for the contract.
Formatter by Zapieror swap with your favorite app
4.Creates and sends contract
Integrate eSignatures and contract templates to map signer details and contract fields, then create the agreement as sent.
eSignaturesor swap with your favorite app
5.Send support channel message
Integrate Slack and notification workflows to post signer and contract sent details to your support channel instantly.
Slackor swap with your favorite app
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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
Your MNDA ticket lacks visibility when recipients only view the agreement without other updates. You get ticket-level visibility for view events so reviewers see status updates same day.
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Add onboarding record and alert teams on accepted contract
Your accepted contracts often miss structured handoff details, delaying project setup and invoice readiness. It creates onboarding records and notifies coordinators so work starts same day.
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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
Your partner application and claims records lack signed agreement links, leaving intake and processing stalled. The link is added to the record so intake coordinators can proceed same day.
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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
When signed agreement PDFs aren't logged to contact records, your onboarding stalls and teams can't find the executed files. It tags the contact so coordinators and billing start setup the same day.
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Add signed agreement to tracker and email signer
Your signed access agreements sit in email threads and delay onboarding verification for integrations. It logs the signed file and notifies the signer so provisioning can proceed same day.
- View all
Explore all contract lifecycle management automations
Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
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.
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