Automate contract generation from Typeform
🔡 With our Zapier Integration, you can automatically generate a contract as soon as the Typeform has been filled out.
💡 You use Typeform to get key information related to your suppliers or future collaborators? And you want to save time by automatically generating a new contract from these already filled data?
🙌 Nothing could be simpler, in just a few steps you'll be able to:
Automatically create a contract on Leeway, from one of your templates, as soon as the form receives a new response
Automatically fill in the contract fields from the form data, no need to copy and paste information from one tool to another
⏰ This will take you 4 min to set up with Zapier.
💡 If this is the first time you use the app Leeway on Zapier, you will need to connect to your Leeway account. Follow the steps described here. |
Find out how to do it with Zapier
Step 1 - Create a new Zap with Typeform
Log in to Zapier > Click on "Create a Zap"
Select the
Typeformtrigger and theNew entryevent
Step 2 - Choose the app Leeway for the action
You can set up the action you want to be triggered as soon as the Deal is updated.
Select the app
Leewayfor the actionAnd the specific action
Create Contract
Step 3 - Choose the right template and map the fields
Now you have to configure the contract type you want to be automatically generated on Leeway.
Select the Leeway contract type among all your Leeway template as well as the language for the contract
Map all the fields you want to be automatically filled in from your Typeform data.
🚨 Some fields are mandatory such as the counterparty name, don't forget to add data for those fields.
💪 And voilà, you're all set. Now it's time to test your Zap!