1.Catches hook with client-matter payload
Integrate Webhooks by Zapier to receive the payload and extract record identifier and submission fields to route retainer creation.
Create retainer signature request for new client matters
Automatically catch client-matter payloads across Webhooks by Zapier and Airtable. Create and update when new client-matter event arrives, record payload posts, or matter submission triggersβso you can select the right retainer template, send signature requests, and update matter records without manual follow-up.
How this automation accelerates your retainer signatures
When a new client-matter event arrives, delays can break the signature timeline and stall agreement delivery. This automation captures the payload, finds the matching matter, routes the correct retainer, creates signature requests, and updates the matter recordβso your team can move faster without chasing document IDs.
Webhooks by Zapieror swap with your favorite app
2.Finds matching matter record
Integrate Airtable to look up the matter record and pull client name, client email, matter type, and fee flag to match the retainer.
Airtableor swap with your favorite app
3.Routes to qualifying retainer path
Integrate Filter by Zapier to evaluate matter type and fee percentage to continue only for qualifying records.
Filter by Zapieror swap with your favorite app
4.Creates retainer and sends invite
Integrate SignNow to create the document from the template and send a role-based signature invite to request signature from the right recipient.
SignNowor swap with your favorite app
5.Updates matter with document details
Integrate Airtable to update the document ID field, set status to the configured value, and write the sent timestamp to track agreement progress.
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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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