1.Detect updated pipeline record
Integrate Bigin by Zoho CRM and pipeline data to watch for deal updated events that start the signature workflow.
Send signed terms and notify project owner when invoiced
Automatically monitor updated pipeline records across Bigin by Zoho CRM. Create signature requests and update deal status when deals enter invoice issued, when terms and conditions are missing, or when the T&C sent flag is still falseβso you can send signed terms, log the envelope, and mark deals as sent without manual follow-up.
How this automation protects your invoicing with signed terms
When a deal updates into invoice issued without recorded terms and conditions, delays can cost time-sensitive revenue. This automation sends signature templates, logs envelopes, and updates the deal as terms sentβso your team can respond without chasing files.
Bigin by Zoho CRMor swap with your favorite app
2.Filter for invoice issued stage
Integrate Filter by Zapier and stage rules to continue only when the invoice issued stage is set and the T&C sent flag is false.
Filter by Zapieror swap with your favorite app
3.Send signature template
Integrate Signable and eSignature templates to send a mapped signature request with reminder and expiry settings.
Signableor swap with your favorite app
4.Create envelope tracking record
Integrate Zapier Tables and reporting tables to create a tracking row with envelope fingerprint and sent date.
Zapier Tablesor swap with your favorite app
5.Update deal terms sent flag
Integrate Bigin by Zoho CRM and CRM stages to set the terms and conditions sent flag true and save the envelope reference.
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Close contracts faster with automated signature routing, record updates, and execution alerts
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