1.Detect contract signed by signer
Integrate eSignatures and identity capture tools to capture signed contract signals, so your team can start approval updates.
Update estimate status to approved when customer signs
Automatically monitor contracts signed by signer across eSignatures. Create and update estimate records when contracts signed, identifiers mapped, or signature timestamps arriveβso you can mark approvals, store signer details, and reduce manual checks.
How this automation updates your approved estimates
When contract approvals are missed after signing, scheduling stalls and coordinators waste time double checking. This automation captures signature details, finds the right estimate in Airtable, and updates its status and approval fieldsβso your team can schedule work faster.
eSignaturesor swap with your favorite app
2.Find matching estimate record
Integrate Airtable and database lookup tools to find the estimate by contract external id mapping, so you can target the right record.
Airtableor swap with your favorite app
3.Update record to approved
Integrate Airtable and workflow fields to update status and approval timestamps, so coordinators can schedule work without checks.
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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
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.
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