1.Detect updated contract row
Integrate Airtable and database tools to monitor updated records so you can detect contracts that are ready to send.
Create and send program contracts to new participants
Automatically detect ready-to-send program contract updates across Airtable and route them to PandaDoc templates. Send documents and write back sent links and timestampsβso you can reduce contract follow-up and avoid manual paperwork.
How this automation accelerates program contract delivery
When a contract row is updated in Airtable, delays can stall participant onboarding and increase follow-up work. This automation filters records and routes PandaDoc templates, then creates documents and updates Airtable with sent links and timestampsβso your team can send contracts faster.
Airtableor swap with your favorite app
2.Continue only qualifying records
Integrate Filter by Zapier and workflow rules to check ready-to-send flags and status, so you can continue qualifying rows.
Filter by Zapieror swap with your favorite app
3.Route by payment plan template
Integrate Paths by Zapier and routing rules to select the matching PandaDoc template per payment plan, so you can generate the right contract.
Paths by Zapieror swap with your favorite app
4.Create document from template
Integrate PandaDoc and document templates to create a contract document and set Send to yes, so you can send it to recipients.
PandaDocor swap with your favorite app
5.Update record with sent details
Integrate Airtable and record updates to write the shared link and sent timestamp and set the sent status, so you can track completion.
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Add executed agreement PDF to the opportunity record
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Add signed contract date to opportunity record for handoff
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Add signed document note to deal record on completion
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Attach signed contract PDF to client record today
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Attach signed contract PDF to deal and organization record
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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
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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