1.Detect new contract tags
Integrate Keap and contract intake forms to capture submission context and contract-specific fields to route intake.
Send contract submission email to intake and counsel
Automatically detect new contract form tags across Keap, and route submissions to intake and assigned counsel through Zapier Tables and Microsoft Outlook. Send intake emails and route by owner contact when contract tag added, submission ID created, or intake alias neededβso you can reduce manual handoffs, speed up review, and improve routing accuracy.
How this automation accelerates contract intake
When new contract form tags happen, submissions can stall due to manual intake handoffs. This automation captures submission context, looks up routing ownership, and sends an intake email to counselβso your team can review faster without chasing details.
Keapor swap with your favorite app
2.Find owner contact record
Integrate Zapier Tables and data lookups to look up the owner record and return routing contact fields to enable email routing.
Zapier Tablesor swap with your favorite app
3.Send email to intake and counsel
Integrate Microsoft Outlook and email routing rules to send a plain-text submission email to intake, CC routing aliases if configured.
Microsoft Outlookor swap with your favorite app
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Add MSA status and form link to project item
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- View all
Explore all contract lifecycle management automations
Accelerate contract workflows with automated intake routing, approval tracking, and renewal alerts
Set up in minutes
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Step 1
Connect your tools
Bring your apps together so information can move automatically between the tools your team already uses.
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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