1.Monitors spreadsheet row updates
Integrate Google Sheets and analytics tools to start automation when a configured row is added or updated.
Send offer letter for signature and update task
Automatically monitor new or updated spreadsheet rows in Google Sheets across Google Sheets, Filter by Zapier, Google Drive, DocuSign, and ClickUp. Create and update when unsigned offer rows appear, rows pass the send gate, or a matching PDF is foundβso you can send signing packets, record signing references, and update tasks without manual follow-up.
How this automation speeds up offer letter signatures
When new or updated spreadsheet rows appear for unsigned offers, delays can stall agreement and slow hiring timelines. This automation finds the matching offer PDF, creates and sends DocuSign envelopes, and updates ClickUp tasksβso your team can close the signature loop faster.
Google Sheetsor swap with your favorite app
2.Continues only for unsent offers
Integrate Filter by Zapier and workflow rules to verify the send gate column and allow only qualifying rows to proceed.
Filter by Zapieror swap with your favorite app
3.Finds the matching offer PDF
Integrate Google Drive and document search tools to locate the correct onboarding PDF by filename contains.
Google Driveor swap with your favorite app
4.Creates and sends signing envelope
Integrate DocuSign and eSignature templates to create an envelope and send recipients signing packets.
Docusignor swap with your favorite app
5.Updates the hiring task with reference
Integrate ClickUp and project tracking tools to write the DocuSign envelope id into a custom field or comment.
ClickUpor swap with your favorite app
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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.
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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