1.Find deal and related contact
Integrate Zendesk Sell and analytics tools to fetch deal and contact data, mapping owner, amount, and line items to signing fields.
Send quote e-sign, schedule 4-day follow-up task for owners
Automatically monitor deals entering Quote stage across Zendesk Sell and Slack. Create and update when quotes need signaturesβso you can send contracts for eSignature, schedule 4-day follow-ups, and message owners without manual chasing signatures.
How this automation accelerates your quote-to-sign follow-up
When a deal enters Quote stage but signing gets delayed, follow-up falls behind and owners miss the peak window. This automation sends the contract for signature and assigns a 4-day follow-up, then notifies the deal ownerβso your team can close faster.
Zendesk Sellor swap with your favorite app
2.Format signer phone for delivery
Integrate Formatter by Zapier and data formatting tools to convert contact mobile into a formatted signer phone for signature delivery.
Formatter by Zapieror swap with your favorite app
3.Send document from template
Integrate BoldSign and template automation tools to send the contract with signer details and the right template for your products.
BoldSignor swap with your favorite app
4.Delay for 4 days before check
Integrate Delay by Zapier and workflow timing tools to pause execution for four days before checking signature status.
Delay by Zapieror swap with your favorite app
5.Create follow-up task if unsigned
Integrate Zendesk Sell and task management tools to re-check the deal and create a 4-day follow-up task for the owner.
6.Send owner direct message
Integrate Slack and messaging tools to DM the deal owner with the deal link and follow-up task notice.
Slackor 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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