1.Detect chatbot button click
Integrate Zapier Forms and workflow tools to capture chatbot button clicks to trigger agreement sending.
Send closing agreements to buyers and update records
Automatically detects rows flagged for sending across Google Sheets and DocuSign. Create envelopes and update records when send flags appear, unsent offers queue, or envelope IDs are missingβso you can send agreements, log envelope links, and update status without manual paperwork.
How this automation sends closing agreements fast
When rows meant to be sent sit unsent, buyers wait and recordkeeping gets messy. This automation finds eligible rows, creates DocuSign envelopes, and updates Google Sheets so your team confirms delivery without manual follow-up.
Zapier Formsor swap with your favorite app
2.Find rows flagged for sending
Integrate Google Sheets and spreadsheet automation tools to find eligible rows to queue agreement processing.
Google Sheetsor swap with your favorite app
3.Loop returned row values
Integrate Looping by Zapier and data mapping tools to iterate each row identifier to process offers one-by-one.
Looping by Zapieror swap with your favorite app
4.Lookup full offer row
Integrate Google Sheets and templating tools to look up each row to map recipient fields into agreement variables.
5.Create envelope from template
Integrate DocuSign and template automation tools to create an email envelope to generate an envelope link.
Docusignor swap with your favorite app
6.Update row with envelope details
Integrate Google Sheets and reporting tools to update each row to clear send flags and store status timestamps.
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Add executed agreement PDF to the opportunity record
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Add signed document note to deal record on completion
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Attach signed contract PDF to client record today
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Attach signed contract PDF to deal and organization record
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Attach signed defect files to deal records for sales handoff
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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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