1.Monitor proposal signed
Integrate Proposify and workflow automations to capture signed agreement fields and to trigger downstream board checks.
Update boards when proposals are signed by clients
Automatically monitor proposal signed events across Proposify, Filter by Zapier, monday.com, Paths by Zapier, and Email by Zapier. Create and update when proposals signed, addendum signed, or preview URL appearsβso you can mark agreements signed, update board statuses, and alert billing without manual board updates.
How this automation keeps signed boards up to date
When proposal signed events land in Proposify, delayed board updates can slow billing and contract processing. This automation marks statuses in monday.com and routes ops alerts via emailβso your team can keep signed records accurate.
Proposify Legacyor swap with your favorite app
2.Filters qualifying proposals
Integrate Filter by Zapier and automation rules to continue only for matching proposal keywords to limit board updates.
Filter by Zapieror swap with your favorite app
3.Searches inquiry board by email
Integrate monday.com and data lookup tools to search the inquiry board by client email and to confirm matching items.
monday.comor swap with your favorite app
4.Updates inquiry item to signed
Integrate monday.com and tracking fields to update the matched item with link and Signed status to record execution.
5.Routes parallel board checks
Integrate Paths by Zapier and workflow branching to run subscription and billing board checks in parallel for each signature event.
Paths by Zapieror swap with your favorite app
6.Updates subscription and billing boards
Integrate monday.com and board management tools to set Signed Addendum status on matched subscription and billing items.
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Close contracts faster with automated signature routing, record updates, and execution alerts
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Step 1
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Define the trigger
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Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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