1.Monitor new spreadsheet rows
Integrate Google Sheets and reporting tools to pull submission data from the configured worksheet as new rows arrive.
Create monthly subscription contract and request client signature
Automatically monitor new spreadsheet rows across Google Sheets for subscription submissions. Create and request signatures when qualifying rows are added, filtered in, and converted to PDFβso you can create contracts, prepare signer requests, and keep audit-ready copies without manual paperwork.
How this automation protects your signature timeline
When new subscription rows are added but not turned into signed contracts, delays can stall billing and renewals. This automation creates and filters contract records, converts documents to PDF, and requests Clicksign signaturesβso your team can close the loop without chasing paperwork.
Google Sheetsor swap with your favorite app
2.Filters qualifying rows
Integrate Filter by Zapier and automation rules to continue only for qualifying subscription rows and skip non-contract entries.
Filter by Zapieror swap with your favorite app
3.Creates contract document
Integrate Google Docs and template mapping to create a contract document from a template with mapped fields.
Google Docsor swap with your favorite app
4.Exports document as PDF
Integrate Google Drive and document conversion to find the new file and export it to a PDF copy.
Google Driveor swap with your favorite app
5.Requests signer signature
Integrate Clicksign and eSignature workflows to upload the PDF, create a signer with email authentication, and send signature requests.
Clicksignor swap with your favorite app
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Add contact and save signed agreement to files
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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
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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
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Add sent agreement links to partner application records
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Add signed agreement signers to master account list
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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
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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