1.Monitors new form entries
Integrate WPForms and data capture tools to detect new form entries and prepare agreement fields for processing.
Generate and send buyer purchase agreements from order forms
Automatically monitor new order form entries across WPForms, Microsoft Excel, webCRM, PDF.co, and Addo Sign. Create and update when order forms come inβso you can update workbook rows, create buyer records, and initiate signing flows without manual paperwork.
How this automation accelerates your agreement signing
When new order form entries appear in WPForms, delays can slow agreement turnaround and stall signature. This automation updates sales workbook rows and initiates signing and creates buyer recordsβso your team can accelerate agreement completion.
WPFormsor swap with your favorite app
2.Finds an available sales row
Integrate Microsoft Excel and spreadsheet data to find an available sales row and return row id for update.
Microsoft Excelor swap with your favorite app
3.Updates row to sold or reserved
Integrate Microsoft Excel and spreadsheet data to update the found row and map order and buyer details to columns.
4.Creates or updates a buyer person
Integrate webCRM and CRM data mapping tools to create or update a person and attach the order reference.
webCRMor swap with your favorite app
5.Generates PDF from template
Integrate PDF.co and document generation tools to generate the agreement PDF from your template and store the PDF URL.
PDF.coor swap with your favorite app
6.Initiates signing flow
Integrate Addo Sign and eSignature workflows to start signing by attaching the generated PDF and mapping recipients.
Addo Signor swap with your favorite app
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Add signed document note to deal record on completion
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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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