1.Monitor contract edited readiness
Integrate Juro and contract tracking tools to detect contract edited readiness to start the transfer email workflow.
Send amendment email to transferee and update status
Automatically monitor contract edited events across Juro and legal tracking sheets. Send amendment emails and update transfer status when qualifying drafts are ready for the counterpartyβso you can notify transferees, update rows, and attach document links without manual follow-up.
How this automation updates transfer status and sends amendments
When amendment drafts stay stuck and transfer status remains unsent, follow-up delays can slow the contract process. This automation monitors contract edits, filters qualifying drafts, looks up recipients, updates the status sheet, and sends amendment emailsβso your team can move transfers forward without chasing updates.
Juroor swap with your favorite app
2.Continue only for qualifying drafts
Integrate Filter by Zapier and workflow rules to continue only for configured templates and ready statuses to limit sends.
Filter by Zapieror swap with your favorite app
3.Lookup transfer row by ID
Integrate Google Sheets and data lookup tools to lookup the transfer row by transfer ID to pull recipient and document link fields.
Google Sheetsor swap with your favorite app
4.Update transfer status to sent
Integrate Google Sheets and spreadsheet updates to update the status row to set status to the configured sent value.
5.Send amendment email to transferee
Integrate Gmail and email templates to send an amendment email using recipient and review link fields from the sheet.
Gmailor swap with your favorite app
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