1.Catches signed-document webhook
Integrate Webhooks by Zapier to process the signed-document webhook payload, then extract deal id and document metadata to advance stages.
Move deals to closed won after signed document
Automatically catch signed-document webhook events across Webhooks by Zapier and HubSpot. Kick off billing and onboarding when document status equals completed or when close dates are mapped, so you can advance deals, update stages, and trigger downstream tasks without manual follow-up.
How this automation advances your closed-won deals
When a signed document arrives but deals stay in the wrong stage, billing and onboarding can stall. This automation captures the signed-document webhook, formats the close date, looks up the deal, advances it to closed-won, and triggers billing and onboarding tasksβso your team can move faster.
Webhooks by Zapieror swap with your favorite app
2.Formats the modified timestamp
Integrate Formatter by Zapier to transform the document modified timestamp into a formatted close date to map it into deal fields.
Formatter by Zapieror swap with your favorite app
3.Looks up the matching deal
Integrate HubSpot to look up the deal by the linked deal identifier and confirm the current stage before advancing it.
HubSpotor swap with your favorite app
4.Pauses for parallel agreements
Integrate Delay by Zapier to pause for 5 minutes so parallel verbal-agreement automations can complete before moving stages.
Delay by Zapieror swap with your favorite app
5.Updates deal to closed-won
Integrate HubSpot to set the closed-won stage, write the close date, and store a closed-won reason from the document metadata.
6.Calls billing and onboarding subflow
Integrate Sub-Zap by Zapier to kick off billing and onboarding tasks, passing document id, recipient emails, and deal id.
Sub-Zap by Zapieror 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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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
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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.
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