This way, you don't have to manually send out new contracts every time a lead might become a customer you can simply set up a Zap to ship off the contract for a lead to review.ĭoing so will require that you have some method of obtaining leads in the first place. You can use automation to create signature requests from new leads. ![]() But what if you're a growing business looking to acquire the signatures that turn potential clients into paying clients? Storing and setting notifications for signatures is one thing. For starters, once a contract is ready for storage, you can use that updated envelope status to upload the file to your Google Drive or Dropbox folder, and voila-you don't have to handle manual backups. When using Zapier, this trigger can handle just about everything. For example, a contract moving from an unsent "Draft" to a "Sent" contract awaiting signature means there's been an update in its envelope status. This status refers to where the contract is in the signing process. And while you can organize them manually when you only have a few contracts to review, contract organization becomes untenable as your business grows.ĭocuSign has a specific Zapier trigger-the event that starts a Zap-that can help: Envelope Status Updated. You may sign contracts with vendors, subcontractors, B2B businesses, and consultants. ![]() ![]() But if you run a business, the number of contracts you sign can get overwhelming. If you sign and save one electronic contract, it's not hard to remember where you put it.
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