1.Detect new or updated record
Integrate Zapier Tables and data capture tools to detect intake record changes and trigger downstream signature steps.
Send client e-sign request and store intake files
Automatically monitor intake record updates across Zapier Tables, Google Drive, and BoldSign. Create and update when intake records are submitted, intake status requires signature, or attachments are addedβso you can upload files, send eSignature requests, and update intake tracking without manual follow-up.
How this automation accelerates signature requests
When intake records change without automation, signature requests get delayed and files stay scattered. This automation filters qualifying intakes, builds Drive folders, uploads attachments, sends BoldSign requests, and updates Zapier Tables for trackingβso your team can move signatures faster.
Zapier Tablesor swap with your favorite app
2.Continue only qualifying records
Integrate Filter by Zapier and rule logic to gate processing until intake status indicates a new submission or signature.
Filter by Zapieror swap with your favorite app
3.Find or create client folder
Integrate Google Drive and folder mapping tools to create or locate a folder and return the folder id.
Google Driveor swap with your favorite app
4.Upload intake attachment files
Integrate Looping by Zapier and Google Drive to upload each attachment into the found folder from its URL.
5.Send document from signature template
Integrate BoldSign and signature templating tools to send a signature request with signer mapping and required signers.
BoldSignor swap with your favorite app
6.Update intake record with status
Integrate Zapier Tables and record storage tools to update intake status to out for signature and save the document id.
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Explore all esignature & contract execution automations
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.
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
Rishi Shah, CEO and Co-Founder
We don't just want to patch holes; we want to build scalable, future-proof systems. Zapier is helping us do that.
Allen Lai, Head of Customer Experience
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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