1.Catch incoming deal event
Integrate Webhooks by Zapier and deal payload parsing tools to extract the deal identifier and billing and contact fields for agreement lookup.
Send opt-in agreement to deal contacts and notify team
Automatically catch incoming deal events across Webhooks by Zapier and contract and document apps. Create and send opt-in agreements when deal payloads arrive or identifiers extract or deal records matchβso you can format dates, send agreements, and notify your team without manual document chasing.
How this automation speeds up opt-in agreement delivery
When incoming deal events arrive without an agreement flow, paperwork delays can stall contract steps. This automation catches the payload, finds the deal, formats the date, and creates and sends the opt-in agreementβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Find deal by ID
Integrate HubSpot and CRM mapping tools to look up the deal by ID and map deal details to recipient and document fields.
HubSpotor swap with your favorite app
3.Format deal create date
Integrate Formatter by Zapier and data transformation tools to format the deal create date for document insertion.
Formatter by Zapieror swap with your favorite app
4.Create document and send
Integrate PandaDoc and document template tools to create the opt-in agreement, add metadata and CC recipients, and send it to the contact.
PandaDocor 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 onboarding record and alert teams on accepted contract
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Add or update contract records in tracking sheet
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Add sent agreement links to partner application records
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Add signed agreement signers to master account list
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Add signed agreement tags to contact record for onboarding
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Add signed agreement to tracker and email signer
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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
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.
See how teams are automating with Zapier (and loving it!)
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