Skip to content

Move closed deals to signed stage after contract completion

Signed contract envelopes often leave deals stuck in the pre-sign stage, delaying onboarding and billing. It updates the deal to the signed stage and notifies owners so next steps start same day.

Move closed deals to signed stage after contract completion

Workflow preview:

Zap details:

Overview

Signed contracts should advance the pipeline, not sit idle. This flow updates the deal to the signed stage and pings the owner so onboarding, billing, and next steps begin the same day.

Move closed deals to signed stage after contract completion