1.Detect new approval events
Integrate Ironclad and approval workflow data to detect a new approval event and extract the deal reference.
Mark completed contracts, upload final file, update CRM
Automatically monitor new approval events across Ironclad, Google Sheets, Google Drive, and HubSpot. Create and update when approval completes, signature state completes, or workflow reference finishesβso you can update contract tracker, upload final file, and update CRM agreement links without manual paperwork.
How this automation completes your contract closeout
When new approval events happen in Ironclad, contract closeouts can stall, leaving signed files and CRM links missing. This automation extracts the deal ID, updates your tracker and HubSpot, and uploads the final signed documentβso your team can complete closeout faster.
Ironclador swap with your favorite app
2.Extract deal ID from payload
Integrate Formatter by Zapier and data mapping tools to extract a deal ID from the approval payload.
Formatter by Zapieror swap with your favorite app
3.Updates worksheet row to Completed
Integrate Google Sheets and spreadsheet status fields to update the matching row status to Completed.
Google Sheetsor swap with your favorite app
4.Request final signed document
Integrate Ironclad and document retrieval to request the final signed document and retrieve file bytes or a download URL.
5.Uploads final file and captures share link
Integrate Google Drive and file storage to upload the retrieved file into your folder and return a share link.
Google Driveor swap with your favorite app
6.Updates deal record agreement link
Integrate HubSpot and CRM deal fields to update the agreement link with the Drive share URL.
HubSpotor swap with your favorite app
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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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