1.Detect new signed document
Integrate Signaturit and contract signing workflows to detect new signed documents and trigger deal lookups.
Update opportunity record when signed partner agreement arrives
Automatically sync signed agreement details across Signaturit, Zapier Tables, Formatter by Zapier, and Salesforce. Create and update opportunity records when signed document arrives, signature ID matches, or the qualifying document type is detectedβso you can protect deal context, set accurate close dates, and avoid manual reporting.
How this automation updates your opportunity records
When signed agreements arrive but deal data stays stale, reps can miss accurate context and misstep next actions. This automation filters qualifying signed documents, finds the matching opportunity, and updates signature timestamps and stagesβso your team can keep opportunities current.
Signaturitor swap with your favorite app
2.Continue only for qualifying docs
Integrate Filter by Zapier and document metadata to verify the configured document type and route only qualifying signatures.
Filter by Zapieror swap with your favorite app
3.Find matching table record
Integrate Zapier Tables and database lookup tools to find the linked row and map signature ID to opportunity keys.
Zapier Tablesor swap with your favorite app
4.Extract identifier token
Integrate Formatter by Zapier and text transformation tools to extract identifier components and build an opportunity search token.
Formatter by Zapieror swap with your favorite app
5.Find the opportunity record
Integrate Salesforce and CRM search to locate the matching opportunity by constructed name and return the opportunity ID.
Salesforceor swap with your favorite app
6.Update opportunity close and stage
Integrate Salesforce and CRM update tools to map signature timestamp to close date, set stage, and update the opportunity name.
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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
Set up in minutes
Zapier connects your tools, triggers actions from real-time data, and streamlines workflows so your team can focus on what matters most.
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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