1.Detect new form entry submission
Integrate Zoho Forms, form capture tools, and submission routing to trigger document build from new mandate entries.
Generate and send signature request for collection mandate
Automatically monitor Zoho Forms new form entry submissions across Zoho Forms and DocuSign. Create and send signature requests when mandate fields change, signer email is submitted, or envelope status is sentβso you can generate mandate PDFs, create DocuSign envelopes, and route internal record copies without manual paperwork.
How this automation protects your signature turnaround
When a mandate submission arrives, signature requests can stall and paperwork can pile up. This automation builds a mandate PDF, converts it for eSignature, and creates and sends a DocuSign envelopeβso your team can get executed documents faster.
Zoho Formsor swap with your favorite app
2.Normalizes submission date fields
Integrate Formatter by Zapier and automation formatting to normalize submission date fields for the document payload.
Formatter by Zapieror swap with your favorite app
3.Sanitizes inputs and assembles JSON
Integrate Code by Zapier and data mapping tools to sanitize inputs and assemble document JSON for PDF generation.
Code by Zapieror swap with your favorite app
4.Generates mandate PDF from JSON
Integrate PDFMonkey and template document tools to generate the mandate PDF and set the filename from the submission title.
PDFMonkeyor swap with your favorite app
5.Fetches PDF and converts to base64
Integrate Code by Zapier and file encoding tools to fetch the PDF and return a base64 string for signing.
6.Creates and sends signature envelope
Integrate DocuSign and envelope routing to attach the base64 document, set recipients, and send the envelope.
Docusignor 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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