1.Captures new form submission
Integrate Zapier Forms and data mapping tools to capture intake fields and map them to contract variables.
Create and send intake contracts from form submissions
Automatically monitor contract intake form submissions across Zapier Forms. Create and send intake contracts when qualifying records come in, so you can route intake data, normalize signer details, and launch templates without manual paperwork.
How this automation creates sign-ready contracts
When form submissions arrive without consistent contract setup, intake delays and missed signatures follow. This automation captures submission data and formats it, routes qualifying records, and creates and sends templates with remindersβso your team can accelerate intake to signature.
Zapier Formsor swap with your favorite app
2.Normalizes intake variables
Integrate Formatter by Zapier and data transformation tools to normalize phone and address text and apply lookup mappings.
Formatter by Zapieror swap with your favorite app
3.Routes qualifying submissions
Integrate Filter by Zapier or Paths by Zapier and routing logic to continue only for qualifying records and select the right contract path.
Filter by Zapieror swap with your favorite app
4.Creates and sends contract templates
Integrate Vinesign by Filevine to create the configured template, map recipients, and schedule reminders for signing.
Vinesign by Filevineor swap with your favorite app
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Activate contracts on effective date for operations team
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Add contact and save signed agreement to files
Signed agreements arrive uncaptured, leaving reps without a contact record or contract link for follow-up. Save the PDF to central storage and add or update the contact with the link so sales can follow up same day.
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Add contract signed timestamp to client database records
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Add external legal approvals to tracker records automatically
External approval replies arrive via webhook but don't update your legal tracker, leaving contracts without recorded sign-off. Updates record approvals so coordinators can move agreements forward within minutes.
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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
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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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