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Question

How do I automate the contract signing and filing process with Zapier?

  • 19 October 2023
  • 3 replies
  • 222 views
T

Hi, 


I'm brand new to all things automation and trying to figure out if Zapier can help with any part of this process. I’ve done the first beginner course and it sounds great, but not sure about complex multistep processes and integrating with our apps.

I want to automate our contract signing and filing process. Most of our contracts have a term, and are renewed with the same clients every 1-3 years. We also have new clients onboarding as well.

I email a pdf copy of the contract to the client in outlook. Once they’re happy with the terms, they send back a signed pdf as an attachment.

I then

save the attachment in the client folder in sharepoint, 
add our directors signature in adobe, 
send the fully executed copy back to the client,
save the executed copy in the client folder in sharepoint
update an excel spreadsheet AND a sharepoint spreadsheet with the contract end date, 
set a reminder to renew the contract 2 months before it's set to expire
update the fees in the xero invoice.

Can any part of this process be easily automated with Zapier? Which ones and how?

Thanks,
Tal

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

Troy Tessalone
Userlevel 7
Badge +14

Hi @TR.NZ 

Good question.

 

You can search the available Zap apps here: https://zapier.com/apps

Each app has a profile page that lists the available triggers/actions.

e.g. Outlook: https://zapier.com/apps/microsoft-outlook/integrations#triggers-and-actions

That should help you get a gist of what is possible to configure between the apps.

 

I email a PDF copy of the contract to the client in outlook.
Once they’re happy with the terms, they send back a signed PDF as an attachment.

I’d recommend converting this to use an esign app: https://zapier.com/apps/categories/signatures

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
T

Thank you very much! Will take a look at the profile pages! I didn’t know they were a thing.
It doesnt look like email attachments are a trigger option unfortunately.

I do think my boss would be on board with a new esign app if it made the process less manual though.

Troy Tessalone
Userlevel 7
Badge +14

@TR.NZ 

Microsoft Zap apps (vs Google Zap apps) tend to have more limitations when trying to be used in Zaps.

e.g. Zap trigger: Gmail - New Attachment

 

⚡ Troy Tessalone - AutomationAce.com | Premier Certified Zapier Expert | #1 Zapier Community Contributor
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