1.Monitors new agreement rows
Integrate Zapier Tables and workflow triggers to watch for new agreement rows to start signature automation.
Send contract and signature request to customer contact
Automatically detect new agreement rows in Zapier Tables across sales and eSignature tools. Create and update when contact matching, link shortening, or signing requests runβso you can find contacts, send signature requests, and update status without manual contract follow-up.
How this automation accelerates contract execution
When a new agreement row is added, signature requests can stall and status gets lost. This automation shortens contract links and sends eSignature templates and updates Zapier Tables with signing statusβso your team can execute faster.
Zapier Tablesor swap with your favorite app
2.Finds or creates a contact
Integrate SuperOffice CRM and contact lookup tools to match incoming emails to find or create the customer contact.
SuperOffice CRMor swap with your favorite app
3.Shortens the contract link
Integrate URL Shortener by Zapier and document link tools to shorten long contract URLs to embed them in the template.
URL Shortener by Zapieror swap with your favorite app
4.Sends the signature template
Integrate GetAccept and eSignature template fields to send an agreement template to the recipient for automatic signing.
GetAcceptor swap with your favorite app
5.Updates signing status in the table
Integrate Zapier Tables and record writing tools to update signing links and document status for tracking signer outcomes.
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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
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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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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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