1.Detects new signed-contract email
Integrate Gmail and email filters to watch inbox messages matching configured subject or sender keywords and start the workflow.
When signed-contract emails arrive but details stay buried in inbox threads, coordination slows down. This automation watches Gmail, extracts contract fields and optionally looks up deal data, and posts an ops channel alertβso your team responds immediately.
Integrate Gmail and email filters to watch inbox messages matching configured subject or sender keywords and start the workflow.
Integrate Formatter by Zapier and parsing tools to extract client name, agreement type, and signed date from subject and body.
Integrate Code by Zapier and CRM lookup logic to query by parsed client name and pull deal amount or owner.
Integrate Slack and messaging tools to post parsed client name, agreement type, signed date, and optional deal amount to ops.
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Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
Step 1
Bring your apps together so information can move automatically between the tools your team already uses.
Step 2
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Marcelo Lebre, Co-Founder
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Allen Lai, Head of Customer Experience
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