1.Monitors workflow completion
Integrate Anvil to capture workflow completion details like submission EID and generated document links for contract updates.
Update signed letter of appointment records in CRM
Automatically monitor signing workflow completion across Anvil and HubSpot. Create and update contract records when workflow completed, submission complete, or signing finishedβso you can attach signed PDFs, set effective dates, and update contract status without manual contract lookup.
How this automation updates signed appointment records
When workflow completion events trigger without a connected CRM update, signed letters get delayed and contract teams lose time. This automation monitors signing workflow completion and then fetches submission details, finds the matching contract record, and updates attachments and effective datesβso your team can act on signed documents immediately.
Anvilor swap with your favorite app
2.Fetches submission details
Integrate Code by Zapier and signing system APIs to retrieve submission details and expose document links and effective dates.
Code by Zapieror swap with your favorite app
3.Selects primary submission EID
Integrate Formatter by Zapier to pick the primary submission EID so CRM lookup uses the correct identifier.
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4.Finds matching contract object
Integrate HubSpot and CRM lookup tools to find the configured contract custom object by the external submission EID.
HubSpotor swap with your favorite app
5.Updates contract with signed letter
Integrate HubSpot to update attachments with signed PDFs, set the effective date, and move the contract status to signed.
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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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