1.Monitor new form response
Integrate Google Forms and form processing tools to capture new subscription submissions and start contract generation.
Create contract from subscription form and notify backoffice
Automatically create signed contracts from subscription form submissions across Google Forms, Webhooks by Zapier, Formatter by Zapier, Zapier Tables, and Mailgun. Create and update records when subscription form is submitted or signing link is generated or customer contact matches β so you can send internal and signer emails, store signing links, and reduce manual paperwork.
How this automation creates signed contract follow-up
When subscription form responses require manual contract setup, delays can stall approvals and increase backoffice backlogs. This automation sends an e-sign request, formats signing links, creates records, and emails the backoffice and signerβso your team can move faster.
Google Formsor swap with your favorite app
2.Posts to e-sign provider
Integrate Webhooks by Zapier and eSignature workflows to send contract data and trigger contract creation automatically.
Webhooks by Zapieror swap with your favorite app
3.Formats signing link text
Integrate Formatter by Zapier and data formatting tools to convert signer URLs into a signing-link field.
Formatter by Zapieror swap with your favorite app
4.Creates contract record
Integrate Zapier Tables and database tools to create a contract row and store signer, IDs, and signing-link.
Zapier Tablesor swap with your favorite app
5.Sends transactional contract email
Integrate Mailgun and email delivery tools to notify backoffice and signer with contract ID and signing link.
Mailgunor 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
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
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
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- 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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Allen Lai, Head of Customer Experience
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