1.Detects completed contract signing
Integrate BoldSign and document workflow tools to detect completed contract signing and start the automation.
Store signed contract PDFs and update onboarding record
Automatically monitor document completed events across BoldSign and Google Drive. Create and update when signing completes, audit trail generates, or signer email matchesβso you can store signed PDFs, update onboarding records, and notify the internal owner without manual follow-up.
How this automation preserves signed contract records
When contract signing completes, delays can leave signed PDFs scattered and onboarding status outdated. This automation monitors document completion and routes records and files to Drive and Zapier Tables and notifies the internal ownerβso your team can archive, update, and follow through fast.
BoldSignor swap with your favorite app
2.Continues only for matching contracts
Integrate Filter by Zapier and automation rules to continue only for configured contract documents and stop non-matching items.
Filter by Zapieror swap with your favorite app
3.Finds client record by signer email
Integrate Zapier Tables and data lookup to find the client record by signer email and map to the table email field.
Zapier Tablesor swap with your favorite app
4.Finds or creates client folder
Integrate Google Drive and folder management to find the client folder by name and reference and create it when missing.
Google Driveor swap with your favorite app
5.Uploads signed PDF and audit trail
Integrate Google Drive and file storage to upload the signed document PDF and audit trail PDF into the client folder.
6.Updates onboarding and contract flag
Integrate Zapier Tables and record updates to update the onboarding or contract flag and save the Drive file link in notes.
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