1.Detect contract signed
Integrate eSignatures, contract tracking tools, and document storage to capture the contract ID and signed PDF URL to trigger updates.
Update repair deal and internal record after signature
Automatically monitor contract signed events from eSignatures across Zapier Tables and Zendesk Sell. Update pickup-ready deals and repair records by finding the matching repair record, moving the deal stage, and writing signed contract details without manual coordination.
How this automation moves repair deals to pickup-ready
When signed agreements do not update downstream systems, repair teams lose time and deals stall in the wrong stage. This automation captures the contract signed signal, finds the matching repair and deal, updates the deal to pickup-ready, and writes key fields back to your repair tableβso your team can respond with accurate deal status.
eSignaturesor swap with your favorite app
2.Find matching repair record
Integrate Zapier Tables and data lookup tools to search your repair table for a record matching the contract ID to map fields.
Zapier Tablesor swap with your favorite app
3.Find related deal
Integrate Zendesk Sell and crm search tools to locate the related deal using the identifier from your table to map deal fields.
Zendesk Sellor swap with your favorite app
4.Update deal to pickup-ready
Integrate Zendesk Sell and deal pipeline tools to update the deal stage to mark pickup readiness and clear the RSA placeholder.
5.Update repair table record
Integrate Zapier Tables and reporting tools to write key deal fields like stage, invoice reference, and technician notes back to the repair table.
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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.
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
Zapier gives us unlimited flexibility and creativity. With Zapier, you're like an artist with a blank canvas. I don't know what we'd do without it.
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
We've been able to scale our operations while staying lean. Zapier lets us do more without needing more people.
Jacob Sirrs, Marketing Operations Specialist
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