1.Starts contract build from project inputs
Integrate Sub-Zap by Zapier and automation inputs to capture project ID details and start contract generation.
Generate and store build contract in project folder
Automatically build customer contract documents from Sub-Zap start inputs across Airtable, Google Drive, OneDrive, Microsoft Excel, and Gmail. Create and update when project request starts, project ID is created, or customer details are providedβso you can finalize files, upload contract copies, and update order tracking without manual tracking.
How this automation accelerates your contract delivery
When Sub-Zap start inputs arrive, delays can stall approvals and increase rework. This automation builds contracts in project folders and drafts review emails and updates order workbooksβso your team can move faster.
Sub-Zap by Zapieror swap with your favorite app
2.Finds the matching project record
Integrate Airtable, project databases, and record lookup tools to find the project record and keep the record ID for updates.
Airtableor swap with your favorite app
3.Creates and populates the contract file
Integrate Google Drive, document templates, and data mapping to copy a contract template and produce a finalized file.
Google Driveor swap with your favorite app
4.Uploads the finalized contract to order folders
Integrate OneDrive, file storage, and upload handling to upload the finalized file and return the uploaded file object.
OneDriveor swap with your favorite app
5.Updates order workbook entries
Integrate Microsoft Excel and spreadsheet tracking tools to update workbook rows with client fields and the uploaded file name.
Microsoft Excelor swap with your favorite app
6.Creates a contract review email draft
Integrate Gmail and email templating tools to create a draft with the finalized contract attached for review.
Gmailor 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 or update contract records in tracking sheet
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Add signed agreement signers to master account list
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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
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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.
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