1.Detect new entry form response
Integrate Typeform and form capture tools to detect new entry responses and to trigger the contract workflow.
Send prepared client agreement to new signers automatically
Automatically monitor new signers arriving from Typeform across Typeform, Google Sheets, Google Docs, Google Drive, DocuSign, and Slack. Create and update when form response submitted, signer email captured, or contract details addedβso you can request eSignatures, update transaction records, and notify contract owners without manual paperwork.
How this automation accelerates your client agreement sending
When Typeform receives a new entry, delays can slow down agreements and stall signature collection. This automation maps form fields, cleans and structures contract data, and generates documents and envelopesβso your team can ship eSignature requests fast.
Typeformor swap with your favorite app
2.Maps submission fields to inputs
Integrate Typeform and data mapping tools to map submission emails, signer names, and contract parameters into inputs.
3.Waits before processing entries
Integrate Delay by Zapier and timing tools to optionally wait and to reduce duplicates for rapid form submissions.
Delay by Zapieror swap with your favorite app
4.Cleans and normalizes contract fields
Integrate Code by Zapier and data processing tools to clean names, parse amounts, format currency, and produce an effective date.
Code by Zapieror swap with your favorite app
5.Looks up or creates contact row
Integrate Google Sheets and contact matching tools to look up or create rows by email and to update contract fields.
Google Sheetsor swap with your favorite app
6.Creates document from template
Integrate Google Docs and document templating tools to generate contract documents from the selected template fields.
Google Docsor swap with your favorite app
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Attach signed contract PDF to client record today
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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.
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