1.Detect payment tag added
Integrate Ontraport and contact tagging tools to detect a payment tag on a contact and start contract fulfillment.
Send contract to new course buyers and add to list
Automatically watch payment tag added on contacts across Ontraport, Storage by Zapier, and PandaDoc. Create and update when payment tag events fire or pricing plan mapping resolves or buyer records are newβso you can send contracts for signature, update a persistent buyers list, and record the purchase without manual follow-up.
How this automation sends contracts to new buyers faster
When a payment tag lands but buyers stay unverified, contracts get delayed and signers are harder to track. This automation creates and sends a PandaDoc document and records the buyer in Storage by Zapierβso your team can close faster with fewer manual steps.
Ontraportor swap with your favorite app
2.Search stored buyers list
Integrate Storage by Zapier and database search tools to look up prior purchases by mapping contact email to the search key.
Storage by Zapieror swap with your favorite app
3.Filter for new buyer criteria
Integrate Filter by Zapier and workflow rules to continue only when the buyer criteria pass and stop duplicates.
Filter by Zapieror swap with your favorite app
4.Map payment to pricing plan
Integrate Formatter by Zapier and lookup tables to extract paid values and resolve the matching pricing plan text.
Formatter by Zapieror swap with your favorite app
5.Create and send contract for signature
Integrate PandaDoc and document automation to create a templated contract and enable sending to the recipient.
PandaDocor swap with your favorite app
6.Add buyer to persistent list
Integrate Storage by Zapier and list storage tools to push the contact email into your persistent buyers list.
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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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Attach signed engagement letter and update deal record
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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.
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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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