1.Triggers on new form entry
Integrate Zoho Forms and form capture tools to detect new contract form entries for downstream processing.
Send contract and invoice from new contract form
Automatically monitor new contract form entries across Zoho Forms and Zoho CRM and Zoho Sign and QuickBooks Online. Create contracts and invoices automatically when contract form entries are submitted, recipients are added, or fees are selectedβso you can send for signature, update CRM records, and bill without manual data entry.
How this automation accelerates contract onboarding
When new contract form entries come in, signature and billing can stall until someone copies details into multiple tools. This automation finds or creates CRM accounts, calculates fee totals, sends contracts for signature, and creates and delivers invoicesβso your team can move faster with fewer handoffs.
Zoho Formsor swap with your favorite app
2.Find or create CRM account
Integrate Zoho CRM and customer matching tools to search by identifier and email, then to return or create an account id.
Zoho CRMor swap with your favorite app
3.Extract numeric fee fields
Integrate Formatter by Zapier and data mapping tools to convert currency and fee fields into numeric fee fields for calculations.
Formatter by Zapieror swap with your favorite app
4.Compute totals and service flags
Integrate Code by Zapier and finance calculation tools to compute one time and monthly fee totals and service flags.
Code by Zapieror swap with your favorite app
5.Send contract template for signature
Integrate Zoho Sign and template automation tools to inject computed totals and send the contract for signature.
Zoho Signor swap with your favorite app
6.Create invoice and send it
Integrate QuickBooks Online and invoicing tools to find or create the customer, create the invoice, and send it.
QuickBooks Onlineor swap with your favorite app
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Activate signed contract and create order for fulfillment
When a contract is signed, your order record and schedule often stay out of date, delaying dispatch. Keep records updated and notify operations so fulfillment can start same day.
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Add executed agreement PDF to the opportunity record
Your signed sales documents arrive unassigned, delaying close verification and handoffs. Signed PDFs are added to the opportunity so reps and revenue ops can proceed same day.
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Add signed contract date to opportunity record for handoff
Your signed contracts often arrive without CRM dates, leaving project managers unsure when to start delivery. It writes the signed date into the linked opportunity so teams can act same day.
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Add signed contract events to campaign analytics feed
Your signed contract records often lack campaign context, leaving conversions untagged and reports incomplete. Capture and publish campaign-tagged contract events to analytics within minutes.
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Add signed document note to deal record on completion
Your signed agreements are detached from deal records, so reps lack completion context. This links signed envelopes to deals so account managers see completion and can act within minutes.
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Attach completed eSign PDFs to CRM and archive
Your completed eSign envelopes arrive unfiled, leaving case records without signed LOAs and stalling billing. Uploads and CRM status updates deliver final PDFs to owners for same-day processing.
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Attach signed bid and mark application complete instantly
Your signed bids arrive without deal context, delaying funding decisions and follow-up. Attach the signed file to the deal card and complete the checklist so owners can act same day.
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Attach signed contract PDF to client record today
Signed agreements stuck in email leave account managers without executed contracts and stall onboarding. This attaches signed PDFs to client records so onboarding can begin same day.
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Attach signed contract PDF to deal and organization record
Your signed offer PDFs sit in the signing tool without CRM links, so onboarding teams can't access agreements. The workflow saves and renames PDFs to the related deal and organization record for immediate access.
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Attach signed defect files to deal records for sales handoff
Completed eSign defect records sit in your contracts database and don't update deal records, leaving reps without contract context. Link signed files to deals so reps and billing see contracts the same day.
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Attach signed engagement letter and update deal record
Your engagement letters arrive signed but often sit unlinked to the deal, delaying closings and onboarding handoffs. Signed PDFs are centralized and deals updated so reps have contract access same day.
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Attach signed enrollment PDF and update deal status
Signed enrollment agreements arrive without deal or contact links, leaving PDFs unlinked. They get attached to the matching opportunity and contact so teams have signed records same day.
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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!)
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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.
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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
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Jacob Sirrs, Marketing Operations Specialist
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