1.Detect contract signed events
Integrate Juro to monitor contract signed events and pull contract metadata into your workflow.
Create tracker row for signed IMA agreement records
Automatically monitor contract signed events across Juro and route agreement metadata into a Google Sheets tracker. Create and update rows for primary IMA agreements when signature dates land, contract references appear, or counterparty details changeβso you can keep billing visibility current without manual reporting.
How this automation creates visibility for signed agreements
When a contract signed event happens, delays can stall billing and finance visibility. This automation captures signed agreement metadata and filters to primary investment management agreements, then creates tracker rowsβso your team can act without chasing updates.
Juroor swap with your favorite app
2.Filter primary agreement types
Integrate Filter by Zapier to continue only for primary agreement types and stop amendments or ancillary documents.
Filter by Zapieror swap with your favorite app
3.Create spreadsheet tracker row
Integrate Google Sheets to create a new worksheet row and map title, date, reference, and counterparty fields.
Google Sheetsor swap with your favorite app
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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.
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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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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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