1.Monitor new form responses
Integrate Tally and form tools to watch for each new form response submission and trigger downstream signature work.
Create and send modification bulletin for client signature
Automatically monitor new form responses across Tally and your document and signature stack. Create and update when PDFs generate, signature requests send, and reporting records logβso you can request signatures, deliver bulletins, and track status without manual follow-up.
How this automation protects signature tracking
When signature bulletins arrive but paperwork is scattered, delays can stall contract updates and reporting. This automation generates PDFs, creates signature requests, sends emails, and records statusβso your team can close the loop fast.
Tallyor swap with your favorite app
2.Generates signature bulletin PDF
Integrate PDFMonkey and document template tools to generate the client-ready PDF and return the document URL.
PDFMonkeyor swap with your favorite app
3.Creates signature request
Integrate Signaturit and attachment tools to create a signature request using the PDF link and signer email.
Signaturitor swap with your favorite app
4.Sends transactional signature email
Integrate Brevo and email templating to send the signature request email with the PDF download link.
Brevoor swap with your favorite app
5.Creates signature status record
Integrate Zapier Tables and reporting tables to create a row storing submission details and the signature request id.
Zapier Tablesor swap with your favorite app
6.Appends ops reporting row
Integrate Microsoft Excel and spreadsheet reporting tools to add a row with status and a short ops note.
Microsoft Excelor swap with your favorite app
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Attach signed contract PDF to client record today
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Attach signed defect files to deal records for sales handoff
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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.
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