1.Receives the intake payload
Integrate Webhooks by Zapier and reporting tools to parse the submission and map source fields to client data for document creation.
Create and send client acquisition briefs to purchasers
Automatically monitor incoming intake payloads across Webhooks by Zapier and PandaDoc. Create and send eSign-ready client acquisition briefs when payload received, submission ID matched, or partner data providedβso you can personalize recipients, deliver briefs fast, and avoid manual document prep.
How this automation accelerates purchaser brief delivery
When the Catch Hook receives an intake payload, delays can slow recipient access to eSign-ready briefs. This automation branches purchaser paths and creates PandaDoc documents and sends briefs immediatelyβso your team can avoid manual document preparation.
Webhooks by Zapieror swap with your favorite app
2.Routes one or two purchaser templates
Integrate Paths by Zapier and branching rules to select the correct purchaser template path based on partner data presence.
Paths by Zapieror swap with your favorite app
3.Creates and sends eSign-ready briefs
Integrate PandaDoc and eSignature-ready document templates to create the configured brief, set Send to yes, and deliver it to recipients.
PandaDocor swap with your favorite app
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution 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!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
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Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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