Add signed contracts to shared PDF storage for billing

Your completed contracts sit in inboxes and signature notices, delaying consultant onboarding and billing. Files go to central PDF storage so operations and billing can access agreements same day.

Workflow preview:

Zap details:

Overview

Signed consultant agreements commonly linger in inboxes and slow onboarding and invoicing. This flow extracts a document identifier from the completed envelope and stores the PDF in central storage so operations and billing can retrieve agreements the same day.