1.Monitors project accepted
Integrate Qwilr and proposal workflows to detect acceptance events and trigger signature project setup.
Create project and launch signature workflow on acceptance
Automatically monitor project acceptance across Qwilr and CRM data, and start tracked project creation across Zapier Tables, HubSpot, Notion, and Webhooks by Zapier. Get instant downstream signature workflow starts when project accepted or proposal accepted or acceptance capturedβso you can eliminate handoff delays, keep deal context accurate, and avoid manual signature setup.
How this automation launches signature workflows after acceptance
When projects get accepted but details stay scattered, signature begins late and teams lose visibility. This automation looks up acceptance records, enriches deal context, and creates a Notion project and starts signature workflowsβso your team can move faster.
Qwilror swap with your favorite app
2.Finds acceptance record
Integrate Zapier Tables and database lookups to retrieve the matching record and continue the workflow.
Zapier Tablesor swap with your favorite app
3.Retrieves deal properties
Integrate HubSpot and CRM fields to pull deal properties for project type, deal name, and client country.
HubSpotor swap with your favorite app
4.Transforms deal text
Integrate Formatter by Zapier and text transforms to extract tokens and derive product and project date.
Formatter by Zapieror swap with your favorite app
5.Creates project database item
Integrate Notion and record creation to create a Project entry and map deal context into properties.
Notionor swap with your favorite app
6.Posts signature workflow payload
Integrate Webhooks by Zapier and signature orchestration to post a compact JSON body and start external signing.
Webhooks by Zapieror swap with your favorite app
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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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David Laderberg, VP of Sales
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