1.Detects new form entry
Integrate WPForms and form submission tools to detect new-client form entries and to initiate contract routing.
Send new client contract and create onboarding record
Automatically monitor new-client form submissions across WPForms and onboarding tools. Create and update when new client form submitted, contract details captured, or onboarding notes savedβso you can send for eSignature, create onboarding records, and store signed PDFs without manual paperwork.
How this automation accelerates client onboarding
When new-client form entries arrive unprocessed, contracts stall and onboarding data goes missing. This automation sends a templated document and creates onboarding records, then generates submission files and stores signed PDFsβso your team can onboard faster.
WPFormsor swap with your favorite app
2.Sends templated contract from BoldSign
Integrate BoldSign and eSignature tools to send the contract document from your template to mapped signer fields.
BoldSignor swap with your favorite app
3.Creates onboarding client record
Integrate Zapier Tables and database tools to create a new client record and map onboarding fields.
Zapier Tablesor swap with your favorite app
4.Creates contracting summary file
Integrate Files By Zapier and reporting tools to create a plain-text submission file from mapped fields.
Files By Zapieror swap with your favorite app
5.Uploads submission and signed PDF
Integrate Google Drive and storage tools to upload the submission file and then upload the signed PDF.
Google Driveor swap with your favorite app
6.Creates or updates external customer
Integrate Code by Zapier and customer data tools to call your customer API and upsert onboarding customer profiles.
Code by Zapieror swap with your favorite app
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Activate contracts on effective date for operations team
Your contract records often remain Not started past effective dates, delaying handoffs and start tasks. Automatic activation marks contracts Active so contract managers can action items same day.
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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
Signed contracts aren't reflected in your client records, blocking billing and onboarding. The signed timestamp is added to records so teams can invoice and onboard clients same day.
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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
When signed agreement PDFs aren't logged to contact records, your onboarding stalls and teams can't find the executed files. It tags the contact so coordinators and billing start setup the same day.
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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.
- 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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