1.Monitors new sale activity
Integrate Close, CRM mapping tools, and data lookup to detect new custom sale activity context and map leads and dates.
Send agreement and create invoice for new sale
Automatically monitor new custom sale activities across Close. Create and update when program terms match or signatures are issued or invoices finalizeβso you can select agreement templates, request eSignatures, and update opportunities without manual paperwork.
How this automation accelerates agreement to invoicing
When new sale activity posts, delays can stall agreement timing and invoice readiness. This automation looks up program terms, sends signature requests, creates invoices, and updates the opportunity with linksβso your team can bill faster.
Closeor swap with your favorite app
2.Finds program and payment terms
Integrate Zapier Tables and reporting tables to look up the configured program terms and payment details to select templates.
Zapier Tablesor swap with your favorite app
3.Creates signature request from template
Integrate Docusign and agreement templates to create a signature request and populate fields from program lookup data.
Docusignor swap with your favorite app
4.Creates and finalizes customer invoice
Integrate Stripe and pricing references to find or create a customer and generate an invoice from the mapped price.
Stripeor swap with your favorite app
5.Updates opportunity status and note
Integrate Close and CRM notes tools to set the opportunity stage and add a note with envelope and invoice link data.
6.Logs activity row for reporting
Integrate Airtable and spreadsheet-style reporting to create or update an activity record for downstream ops reporting.
Airtableor swap with your favorite app
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Attach signed contract PDF to client record today
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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.
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
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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Jacob Sirrs, Marketing Operations Specialist
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