1.Starts sub-zap with sale payload
Integrate Sub-Zap by Zapier and trigger mapping tools to capture sale payload data for downstream lead and contract steps.
Update closed deal records and send starter contract
Automatically monitor closed sale payloads across Sub-Zap by Zapier, Close, Google Sheets, PandaDoc, and Slack. Automatically create and send starter contracts and notify the team when leads need updatesβso you can prevent delays, reduce missed handoffs, and avoid manual paperwork without manual follow-up.
How this automation speeds up starter contract delivery
When a low-ticket sale closes and contract setup is delayed, deals stall and onboarding misses key handoff info. This automation finds and updates lead records, creates and sends starter contracts, and posts the PandaDoc linkβso your team can move fast.
Sub-Zap by Zapieror swap with your favorite app
2.Finds lead by email
Integrate Close and lead matching tools to look up the existing lead so the automation updates the correct record.
Closeor swap with your favorite app
3.Updates lead to closed status
Integrate Close and CRM fields to set status to closed and write offer and payment custom fields.
4.Find or creates row by email
Integrate Google Sheets and spreadsheet lookups to map sale details into sheet columns for tracking.
Google Sheetsor swap with your favorite app
5.Creates and sends contract
Integrate PandaDoc and template variables to create the document and send it immediately with shared recipient details.
PandaDocor swap with your favorite app
6.Posts contract link to team
Integrate Slack and team notifications to post the customer name and the PandaDoc shared link for onboarding visibility.
Slackor swap with your favorite app
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Add executed agreement PDF to the opportunity record
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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
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
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Jacob Sirrs, Marketing Operations Specialist
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