1.Triggers batch on your cadence
Integrate Schedule by Zapier and automation scheduling tools to trigger batch processing on your chosen cadence.
Generate and send bulk signature requests to contacts
Automatically generate signature requests across Webhooks by Zapier, Looping by Zapier, and SignWell when your scheduled batch cadence runs. Create signature requests and update signed timestamps in your CRM so you can scale sending, capture signatures, and keep status accurate without manual follow-up.
How this automation speeds up contract signing
When a scheduled batch run kicks off, delayed signature outreach can slow approvals and hold deals up. This automation fetches filtered contacts, creates signature requests, and updates CRM fields with signature dates and signed statusβso you can close faster without manual chasing.
Schedule by Zapieror swap with your favorite app
2.Fetches filtered CRM contacts
Integrate Webhooks by Zapier and CRM tools to retrieve a filtered contacts list and return a contacts array.
Webhooks by Zapieror swap with your favorite app
3.Iterates contacts and validates email
Integrate Looping by Zapier and contact filtering tools to loop through contacts and continue only when email exists.
Looping by Zapieror swap with your favorite app
4.Creates signature request from template
Integrate SignWell and eSignature tools to create a signature request and capture the signature created date.
SignWellor swap with your favorite app
5.Updates CRM with signed status
Integrate Webhooks by Zapier and CRM fields to write signature created dates and signed status back to your CRM.
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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
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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
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
See how teams are automating with Zapier (and loving it!)
Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
Without having automation, we would have to at least be double our size. Doubling is a bit of a euphemism β I think we would have died or fallen back into oblivion.
Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
Raphael Bochner, Founder and CIO
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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