1.Detect new form response
Integrate Google Forms and form intake tools to detect new submissions and capture agreement inputs.
Send engagement agreement for new intake form submissions
Automatically monitor new form responses across Google Forms and contract tools. Create and update when intake submissions arrive, so you can generate envelopes, send signature emails, and notify the team without manual paperwork.
How this automation speeds up signed agreement handoffs
When a new intake form response arrives, missing setup and delayed signature requests stall the agreement process. This automation creates intake rows, generates DocuSign envelopes, and sends client and internal notificationsβso your team can move faster.
Google Formsor swap with your favorite app
2.Creates spreadsheet row
Integrate Google Sheets and reporting systems to create a new intake row and map submission fields to intake columns.
Google Sheetsor swap with your favorite app
3.Creates envelope from template
Integrate Docusign and templating tools to create an envelope from the right agreement template and set recipients.
Docusignor swap with your favorite app
4.Sends SMS reminder
Integrate RingCentral and communication tools to send an SMS signature reminder to the submitted phone number.
RingCentralor swap with your favorite app
5.Sends channel message
Integrate Slack and team workflows to post client details and a tracking reference with a spreadsheet link for handoff.
Slackor swap with your favorite app
6.Sends internal email
Integrate Gmail and project management tools to email the intake owner with client data, agreement type, and the spreadsheet link.
Gmailor 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
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
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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
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Attach signed bid and mark application complete instantly
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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
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Attach signed enrollment PDF and update deal status
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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
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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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