1.Detect new file in folder
Integrate Google Drive and file intake tools to trigger on files added to your intake folder.
Send signature and update deal from uploaded file
Automatically monitor new file in folder uploads across Google Drive, SignNow, Formatter by Zapier, Zoho CRM, and Airtable. Create and update when files added to intake folder, contract file titles appear, or extracted fields completeβso you can send signature requests, update deal stages, and log tracking records without manual follow-up.
How this automation updates signed deal details
When a contract file lands in your intake folder, delays can stall agreements and misalign deal stages. This automation routes the file through SignNow for signature, then updates Zoho CRM and Airtable with the signature reference and visit completion detailsβso your team can move deals forward faster.
Google Driveor swap with your favorite app
2.Extract fields from document
Integrate SignNow and document automation tools to upload the file and extract form fields for downstream mapping.
SignNowor swap with your favorite app
3.Create document and send invite
Integrate SignNow and reminder scheduling to create a templated signature doc and send signer invitations.
4.Parse dates and search keys
Integrate Formatter by Zapier and parsing tools to assemble deal search names and format Visit Completed dates.
Formatter by Zapieror swap with your favorite app
5.Find and update deal
Integrate Zoho CRM and reporting systems to find the deal by name, update pipeline and stage, and tag working status.
Zoho CRMor swap with your favorite app
6.Update tracking row
Integrate Airtable and tracking databases to update the configured tracking row with visit date, status, and SignNow reference.
Airtableor swap with your favorite app
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Add executed agreement PDF to the opportunity record
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Add signed document note to deal record on completion
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Attach signed bid and mark application complete instantly
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Attach signed contract PDF to client record today
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Attach signed contract PDF to deal and organization record
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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
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Step 1
Connect your tools
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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
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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.
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Rishi Shah, CEO and Co-Founder
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Allen Lai, Head of Customer Experience
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