1.Detect new form submission created
Integrate Zapier Forms and form capture tools to trigger on new submission created for signature requests.
Send contracts for signature and log form requests
Automatically route contract signature requests across Zapier Forms, Formatter by Zapier, Adobe Acrobat Sign, and Microsoft Excel. Create signed agreements and log agreement IDs when form submissions are created, so you can capture audit-ready records without manual follow-up.
How this automation accelerates contract execution
When new form submissions arrive, signature requests stall and audit records stay incomplete. This automation routes contract data through formatting and sends agreements for signature and logs agreement metadataβso your team can track every request without chasing spreadsheets.
Zapier Formsor swap with your favorite app
2.Forwards submission fields to Formatter
Integrate Zapier Forms and submission routing tools to capture contract option, submitter email, and attachments.
3.Looks up and formats agreement mapping
Integrate Formatter by Zapier and lookup tools to map contract option to the library document ID and format timestamps.
Formatter by Zapieror swap with your favorite app
4.Creates and sends agreement for signature
Integrate Adobe Acrobat Sign and eSignature tools to create an agreement from the library document and return the agreement ID.
Adobe Acrobat Signor swap with your favorite app
5.Adds contract request row with metadata
Integrate Microsoft Excel and workbook tracking tools to add timestamp, contract type, requester, and the agreement ID.
Microsoft Excelor swap with your favorite app
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Add executed agreement PDF to the opportunity record
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Add signed contract date to opportunity record for handoff
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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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