1.Detect document completed
Integrate PandaDoc and document storage systems to detect completed documents and trigger downstream contract handling.
Upload signed contract and mark deal as signed
Automatically monitor document completed events across PandaDoc and contract tools. Create and update when signed files split, CRM deals are found, or deal status changesβso you can store signed files, update deal signed flags, and alert stakeholders without manual paperwork.
How this automation confirms signed deals faster
When a document is completed but signed files stay unorganized, deal processes stall and stakeholders wait. This automation splits PDFs, uploads signed files, updates HubSpot deal status, and notifies the project channelβso your team can move deals ahead.
PandaDocor swap with your favorite app
2.Splits PDF into signed pages
Integrate PDF.co and pdf processing tools to split the completed PDF into signature page(s) and contract body for upload.
PDF.coor swap with your favorite app
3.Finds the related project record
Integrate Airtable and record lookup tools to find the related project by Deal ID and retrieve the folder id.
Airtableor swap with your favorite app
4.Uploads split signed files
Integrate Google Drive and file storage tools to upload split files into the Airtable folder and set file names.
Google Driveor swap with your favorite app
5.Updates the CRM deal status
Integrate HubSpot and CRM field mapping tools to update deal signed flags and contract status using metadata GUID.
HubSpotor swap with your favorite app
6.Posts signed file links to Slack
Integrate Slack and team notifications to send a channel message with links to the uploaded signed files.
Slackor swap with your favorite app
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Activate signed contract and create order for fulfillment
When a contract is signed, your order record and schedule often stay out of date, delaying dispatch. Keep records updated and notify operations so fulfillment can start same day.
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Add executed agreement PDF to the opportunity record
Your signed sales documents arrive unassigned, delaying close verification and handoffs. Signed PDFs are added to the opportunity so reps and revenue ops can proceed same day.
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Add signed contract date to opportunity record for handoff
Your signed contracts often arrive without CRM dates, leaving project managers unsure when to start delivery. It writes the signed date into the linked opportunity so teams can act same day.
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Add signed contract events to campaign analytics feed
Your signed contract records often lack campaign context, leaving conversions untagged and reports incomplete. Capture and publish campaign-tagged contract events to analytics within minutes.
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Add signed document note to deal record on completion
Your signed agreements are detached from deal records, so reps lack completion context. This links signed envelopes to deals so account managers see completion and can act within minutes.
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Attach completed eSign PDFs to CRM and archive
Your completed eSign envelopes arrive unfiled, leaving case records without signed LOAs and stalling billing. Uploads and CRM status updates deliver final PDFs to owners for same-day processing.
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Attach signed bid and mark application complete instantly
Your signed bids arrive without deal context, delaying funding decisions and follow-up. Attach the signed file to the deal card and complete the checklist so owners can act same day.
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Attach signed contract PDF to client record today
Signed agreements stuck in email leave account managers without executed contracts and stall onboarding. This attaches signed PDFs to client records so onboarding can begin same day.
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Attach signed contract PDF to deal and organization record
Your signed offer PDFs sit in the signing tool without CRM links, so onboarding teams can't access agreements. The workflow saves and renames PDFs to the related deal and organization record for immediate access.
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Attach signed defect files to deal records for sales handoff
Completed eSign defect records sit in your contracts database and don't update deal records, leaving reps without contract context. Link signed files to deals so reps and billing see contracts the same day.
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Attach signed engagement letter and update deal record
Your engagement letters arrive signed but often sit unlinked to the deal, delaying closings and onboarding handoffs. Signed PDFs are centralized and deals updated so reps have contract access same day.
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Attach signed enrollment PDF and update deal status
Signed enrollment agreements arrive without deal or contact links, leaving PDFs unlinked. They get attached to the matching opportunity and contact so teams have signed records same day.
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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
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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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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
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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.
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