1.Catches purchase webhook
Integrate Webhooks by Zapier and request handling tools to process the incoming purchase signal to create linked contract workflows.
Create project, invoice, and contract from roadmap purchase
Automatically catch purchase webhooks across Webhooks by Zapier, Airtable, and PandaDoc. Create linked project and invoice records, generate and send contracts, and notify operations, so you can start onboarding immediately without manual paperwork.
How this automation accelerates contract onboarding
When purchase webhooks arrive without connected records, onboarding stalls and invoices get delayed. This automation catches the hook, finds or creates the client, creates project and invoice records, generates and sends the contract, and posts an ops handoffβso your team can start billing fast.
Webhooks by Zapieror swap with your favorite app
2.Finds matching client record
Integrate Airtable and CRM lookup tools to match the incoming CRM identifier and find a client to continue processing.
Airtableor swap with your favorite app
3.Creates project and invoice records
Integrate Airtable and record linking tools to create line item and project and invoice records to link to the client.
4.Generates and sends contract
Integrate PandaDoc and document templates to generate the contract from variables and send it to the client email.
PandaDocor swap with your favorite app
5.Posts operations handoff message
Integrate Slack and team alerts to post an operations summary so handoff can start without manual coordination.
Slackor swap with your favorite app
6.Marks source row as processed
Integrate Glide and workflow tracking tools to update the originating cart row status to success to prevent repeats.
Glideor swap with your favorite app
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Activate contracts on effective date for operations team
Your contract records often remain Not started past effective dates, delaying handoffs and start tasks. Automatic activation marks contracts Active so contract managers can action items same day.
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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
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.
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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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Step 1
Connect your tools
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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.
See how teams are automating with Zapier (and loving it!)
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David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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Rishi Shah, CEO and Co-Founder
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