1.Detect deal stage updates
Integrate Pipedrive and CRM pipeline monitoring to detect deal stage updates for configured contract-stage triggers.
Create and send contract package to new prospect
Automatically monitor deal stage updates across Pipedrive, Translate by Zapier, Google Drive, PandaDoc, and Gmail. Create and send contract packages when deals reach the configured contract stage, deal stage updates, or configured stage is reachedβso you can generate agreements, attach compliance files, and draft owner email without manual paperwork.
How this automation delivers contract packages
When deal stage changes require contract setup, delays can stall new revenue opportunities. This automation pulls deal and recipient details, builds the PandaDoc contract with compliance PDFs, and drafts or sends the Gmail emailβso your team can move deals forward fast.
Pipedriveor swap with your favorite app
2.Pull deal and person details
Integrate Pipedrive and CRM pipeline data to pull updated deal and related person records for contract recipients.
3.Localize computed date strings
Integrate Translate by Zapier and localization tools to translate computed date strings for regional contract messaging.
Translate by Zapieror swap with your favorite app
4.Find template and compliance PDFs
Integrate Google Drive and document storage to retrieve contract templates and required compliance PDFs.
Google Driveor swap with your favorite app
5.Create and send contract document
Integrate PandaDoc and contract templates to create the document, attach PDFs, and send if configured.
PandaDocor swap with your favorite app
6.Draft contract email from links
Integrate Gmail and email drafting tools to create a draft email using the PandaDoc shared link and PDFs.
Gmailor swap with your favorite app
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Add executed agreement PDF to the opportunity record
Your signed sales documents arrive unassigned, delaying close verification and handoffs. Signed PDFs are added to the opportunity so reps and revenue ops can proceed same day.
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Add signed contract date to opportunity record for handoff
Your signed contracts often arrive without CRM dates, leaving project managers unsure when to start delivery. It writes the signed date into the linked opportunity so teams can act same day.
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Add signed contract events to campaign analytics feed
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Add signed document note to deal record on completion
Your signed agreements are detached from deal records, so reps lack completion context. This links signed envelopes to deals so account managers see completion and can act within minutes.
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Attach completed eSign PDFs to CRM and archive
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Attach signed bid and mark application complete instantly
Your signed bids arrive without deal context, delaying funding decisions and follow-up. Attach the signed file to the deal card and complete the checklist so owners can act same day.
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Attach signed contract PDF to client record today
Signed agreements stuck in email leave account managers without executed contracts and stall onboarding. This attaches signed PDFs to client records so onboarding can begin same day.
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Attach signed contract PDF to deal and organization record
Your signed offer PDFs sit in the signing tool without CRM links, so onboarding teams can't access agreements. The workflow saves and renames PDFs to the related deal and organization record for immediate access.
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Attach signed defect files to deal records for sales handoff
Completed eSign defect records sit in your contracts database and don't update deal records, leaving reps without contract context. Link signed files to deals so reps and billing see contracts the same day.
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Attach signed engagement letter and update deal record
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Attach signed enrollment PDF and update deal status
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Explore all esignature & contract execution automations
Close contracts faster with automated signature routing, record updates, and execution alerts
Set up in minutes
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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
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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