1.Monitor new merged document
Integrate Formstack Documents to detect new merged agreement PDFs and extract the merged PDF URL and file name.
Update customer account with signed agreement ID and link
Automatically detect new merged agreement PDFs across Formstack Documents and Quickbase. Uploads documents to SignNow and updates customer records with signed agreement IDs and document linksβso you can capture signing details, confirm the right customer record, and avoid manual paperwork without manual follow-up.
How this automation writes signed agreement IDs to customer records
When new merged agreement PDFs are produced, manual updates can cause mismatched IDs and slow downstream contract processing. This automation filters the correct PDFs, uploads documents to SignNow to extract signing IDs, and updates Quickbase with the signed agreement ID and document linkβso your team can verify records faster.
Formstack Documentsor swap with your favorite app
2.Allow final agreement PDFs
Integrate Filter by Zapier, document routing, and file checks to continue only for final agreement PDFs and stop for change orders.
Filter by Zapieror swap with your favorite app
3.Upload to SignNow and extract ID
Integrate SignNow and document processing tools to upload the merged PDF and extract signing document fields and IDs.
SignNowor swap with your favorite app
4.Update customer agreement fields
Integrate Quickbase and database updates to match the customer record and write the signing document ID and signed document link.
Quickbaseor swap with your favorite app
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