1.Monitors task changes
Integrate ClickUp and workflow triggers to detect qualifying task updates and initiate downstream drafting.
Create renewal contract draft and initiate e-signature process
Automatically monitor ClickUp task updates across contract types. Create a renewal contract PDF and start e-signature when task updates qualify, so you can populate documents, attach the right file, and kick off signing without manual paperwork.
How this automation accelerates renewal contract signing
When task updates land in ClickUp without a ready contract and signature start, delays stall onboarding and revenue. This automation formats contract fields, generates and finds the PDF, and starts Autenti signingβso your team can move renewals forward faster.
ClickUpor swap with your favorite app
2.Formats contract dates
Integrate Formatter by Zapier and date formatting tools to map task date fields into DD-MM-YYYY outputs for the document template.
Formatter by Zapieror swap with your favorite app
3.Composes formatted address
Integrate Code by Zapier and data formatting tools to create a single address unit line from the task address parts.
Code by Zapieror swap with your favorite app
4.Creates PDF from template
Integrate Google Docs and template fields to generate a PDF from the contract template and save it to the configured folder.
Google Docsor swap with your favorite app
5.Finds exported PDF file
Integrate Google Drive and file search to locate the exported PDF by document title and return the file reference.
Google Driveor swap with your favorite app
6.Starts e-signature draft
Integrate Autenti e-Signature and e-signature workflows to create a draft, attach the PDF, add signers, and start signing.
Autenti e-Signatureor 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.
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