1.Monitor updated envelope status
Integrate Salesforce to detect updated record signature and envelope status for workflow context.
Send signature review notice and update review tracker
Automatically detect updated record signature status across Salesforce. Create and update when envelope status changes or review-ready signals appear or records qualifyβso you can notify reviewers, create or update a review tracker, and timestamp follow-ups without manual follow-up.
How this automation protects signature review visibility
When signature review status updates go unmanaged, reviewers can miss SLA and audit evidence. This automation monitors envelope status and recipient readiness, then sends reviewer messages and creates or updates your review tracker in Zapier Tablesβso your team can respond faster.
Salesforceor swap with your favorite app
2.Find related recipient record
Integrate Salesforce to search recipient records and continue only for qualifying reviewer matches.
3.Find or create tracker row
Integrate Zapier Tables to match tracker by source record ID and create a new row when missing.
Zapier Tablesor swap with your favorite app
4.Extract and normalize review link
Integrate Formatter by Zapier to extract quote or review link and normalize the timestamp for messaging.
Formatter by Zapieror swap with your favorite app
5.Send reviewer direct message
Integrate Slack to post a DM to the configured reviewer and include sender details and the extracted link.
Slackor swap with your favorite app
6.Update tracker review state
Integrate Zapier Tables to set review state, notification timestamp, notifier channel, and mark the row as notified.
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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
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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
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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