1.Monitor new document signed
Integrate SignRequest to detect newly signed documents for agreement tracking and trigger the tracker workflow.
Mark signed agreements in tracker upon document signature
Automatically monitor new document signed events across SignRequest and Google Sheets. Create and update when signatures complete, templates match, or tracker rows are foundβso you can update signed dates, set signed status, and keep agreement tracking without manual spreadsheet cleanup.
How this automation updates your signed agreements
When new documents are signed, delays can cause missed follow-up and inaccurate contract visibility. This automation records executed signatures by filtering templates, looking up the matching agreement row, and updating signed fieldsβso coordinators see completed status fast.
SignRequestor swap with your favorite app
2.Filters signed documents by template
Integrate Filter by Zapier and template filters to continue only for configured agreement templates and filename patterns.
Filter by Zapieror swap with your favorite app
3.Looks up matching agreement row
Integrate Google Sheets and data lookup tools to match signer email or submission identifier to the right tracker row.
Google Sheetsor swap with your favorite app
4.Updates signed status in tracker
Integrate Google Sheets to write agreement signed date and set the signed indicator on the found row.
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Add signed agreement signers to master account list
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Step 1
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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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