1.Catch hook for signature requests
Integrate Webhooks by Zapier to capture incoming events and trigger processing for contract signature requests.
Send service contract signature requests and log status
Automatically catch webhook events across Webhooks by Zapier, Google Sheets, and BoldSign, then transform each payload into templated e-signature requests. Create and update when webhook event arrives, contract template selected, or signer email providedβso you can send signature requests, create send-status logs, and avoid manual status tracking without manual status tracking.
How this automation preserves contract signature status
When incoming webhook events arrive without an automatic send workflow, contract status can drift and follow-up gets delayed. This automation catches hook events, loops qualifying rows, sends BoldSign signature requests, and logs send status in Google Sheetsβso your team can close the loop faster.
Webhooks by Zapieror swap with your favorite app
2.Fetch active worksheet rows
Integrate Google Sheets and spreadsheet tools to load active rows and map row fields to loop inputs.
Google Sheetsor swap with your favorite app
3.Create contract loops from rows
Integrate Looping by Zapier and data mapping tools to loop through returned rows and populate contract variables.
Looping by Zapieror swap with your favorite app
4.Filter qualifying records
Integrate Filter by Zapier and validation tools to continue only when template type and required contact fields exist.
Filter by Zapieror swap with your favorite app
5.Send templated signature request
Integrate BoldSign and eSignature workflows to send the document from the template with mapped signer fields.
BoldSignor swap with your favorite app
6.Log send status per customer
Integrate Google Sheets and reporting tools to append send-status rows with status text and signer notes.
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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.
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