1.Catch incoming signature hook
Integrate Webhooks by Zapier and payload routing tools to extract identifiers and map fields to trigger signature invite creation.
Send signature links to clients and notify staff
Automatically monitor incoming webhook payloads across Webhooks by Zapier and Filevine. Create signature invites and populate client DOB for case recordsβso you can send links, trigger follow-up, and notify staff without manual paperwork.
How this automation sends signature links fast
When incoming document send hooks arrive but details stay scattered, signature invites stall and staff lose time. This automation catches webhooks, looks up project and clients, formats DOB, and sends signature links and invite dataβso your team can execute faster.
Webhooks by Zapieror swap with your favorite app
2.Filter for qualifying document events
Integrate Filter by Zapier and routing rules to continue only for configured document send events to avoid wrong sends.
Filter by Zapieror swap with your favorite app
3.Find project and client contacts
Integrate Filevine and case lookup tools to find projects and resolve client contacts from project identifiers.
Filevineor swap with your favorite app
4.Format client birthdate for templates
Integrate Formatter by Zapier and date formatting tools to convert birthdate into MM/DD/YYYY for template variables.
Formatter by Zapieror swap with your favorite app
5.Add signer and send template link
Integrate BoloForms and eSignature templates to add the signer and send the template link with DOB variables.
BoloFormsor 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
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.
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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