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File Signed Agreements
File signed loan, license, and novation agreements with accounts
Use this Agent instantly or customize it - no programming needed
- Executed dealExecuted deal
Your deal supplies its account, owner, and agreement type when it moves to Executed.
- Signed agreement PDFSigned agreement PDF
Your deal holds the signed loan, license, or novation agreement as a PDF.
- Signing certificateSigning certificate
Your deal holds a certificate with the same agreement identifier as the signed PDF.
- Account filesAccount files
Your account's Files list shows which agreement files already have links.
- Deal owner emailDeal owner email
Your deal owner's email address is where the final file links should go.
Your sales CRM links signed deal files to accounts and emails owners.
- Deal correction noticeDeal correction notice
Your deal shows what needs fixing before the agreement can be filed.
- Deal correction noticeDeal correction notice
Your deal shows what needs fixing before the agreement can be filed.
- Filed signed agreementFiled signed agreement
Your signed PDF appears on the account's Files list with an internal link.
- Filed signing certificateFiled signing certificate
Your matching certificate appears on the same account with an internal link.
- Deal failure noticeDeal failure notice
Your deal shows which file link or owner email failed, so the unfinished action can be retried.
- Owner emailOwner email
Your deal owner receives the agreement type and internal links to both account files.
- Deal failure noticeDeal failure notice
Your deal shows which file link or owner email failed, so the unfinished action can be retried.
This Agent starts when a deal moves to Executed. It matches the signed agreement with its signing certificate. It links both to the account and emails the deal owner both links.
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Google DriveUsed as:
- Sales CRM
Google Drive links signed deal files to accounts and emails owners.
monday.comUsed as:
- Sales CRM
monday.com links signed deal files to accounts and emails owners.
ZoomUsed as:
- Sales CRM
Zoom links signed deal files to accounts and emails owners.
Google ContactsUsed as:
- Sales CRM
Google Contacts links signed deal files to accounts and emails owners.
Made for your industry
File Signed Agreements is made for businesses in these industries.
- Software
Put signed license agreements and signing proof on customer accounts.
Show all Agents for the Software industry - Financial Services
File signed loan agreements and signing proof on client accounts.
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Made for your role
File Signed Agreements is made for people in these roles.
- Sales Operations Specialist
File executed deal agreements and send owners links to final files.
Show all Agents for the Sales Operations Specialist role - Contract Administrator
Match signed agreements to certificates and file both.
Show all Agents for the Contract Administrator role
Made for your department
File Signed Agreements is made for people in these departments.
- Sales Operations
Close out executed deals with agreement files on the account.
Show all Agents for the Sales Operations department - Contract Management
Keep final agreements and signing certificates together on accounts.
Show all Agents for the Contract Management department
How File Signed Agreements works
4 steps, in order, on every run.
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Find the deal filesRead the executed deal and its attached PDFs. Identify the account and agreement type, then find the owner.
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Match the signed agreementPair the signed agreement with its signing certificate by shared identifier. Stop and flag missing or competing files.
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File both documents with the accountLink the matched agreement and certificate to the account's Files list. Skip any account links already present.
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Email the deal owner both linksSend internal file links to the deal owner. Include the deal name and agreement type.
How to Get Started
Connect the tools you already use, such as Google Drive, monday.com or Zoom.
4 tools
- Choose the Executed deal stage and the deal field that states whether the agreement is a loan, license, or novation.
- Require the signed agreement PDF and its signing certificate to be saved as files on the deal with a shared agreement identifier in their titles or file descriptions.
- Enable the account's Files list as the final agreement location and give the Agent permission to read deal files, link files to accounts, and send email to deal owners.
- Set the email sender and verify the sending user and domain.
Use safe mode to approve every result before it goes out, or let the Agent run automatically.
FAQs
Frequently asked questions about the File Signed Agreements:
You can use it for signed loan, license, and novation agreements. Set the agreement type on the deal before it reaches Executed.
Save the signed PDF and separate signing certificate on the deal. Give both the same agreement identifier so the Agent can match them.
The Agent stops before filing or emailing and leaves a correction notice on the deal. Your sales operations coordinator can resolve the mismatch.
The deal owner receives an email with both internal file links. You choose the email sender and verify its user and domain during setup.
It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.
Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.
The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.
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