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Send Client Contracts

Send agreements to the right signers and track signing progress

Use this Agent instantly or customize it - no programming needed

Check and send a requested agreement

Reads

Contract request
Contract request
Your client's form gives the signer details, agreement choice, provider reference, and submission ID.
Provider roster
Provider roster
Your provider roster gives the approved signer details for the provider your client selected.
Contract row
Contract row
Your contract row shows any earlier request or envelope and the signers you expect.
Agreement rules
Agreement rules
Your approved templates and signing choices determine which agreement and signer route to use.
Follow-up interval
Follow-up interval
Your chosen number of days after sending sets the follow-up date for unsigned agreements.

Client form

Client form

Your client form sends each contract request with client details and a submission ID.

Contract tracker

Contract tracker

Your contract tracker holds provider signer details and contract rows for follow-up.

Does this submission already have an envelope?YesNo

Use the existing contract row

Are required details missing or conflicting?YesNo

Mark the contract row blocked with the correction needed

Writes

Contract tracker row
Contract tracker row
Your team sees the signers, current status, and follow-up date or the reason sending stopped.

Create or update the row for this request

Writes

Contract tracker row
Contract tracker row
Your team sees the signers, current status, and follow-up date or the reason sending stopped.

Send the selected agreement to the required signers

Writes

Sent agreement
Sent agreement
Your required signers receive the approved agreement, and the envelope has an ID and send time.

E-signature service

E-signature service

Your e-signature service sends agreements to the required signers and reports signing changes.

Did the agreement fail to send?YesNo

Keep the contract row unsent with the service error

Writes

Contract tracker row
Contract tracker row
Your team sees the signers, current status, and follow-up date or the reason sending stopped.

Record the envelope, signers, send time, and follow-up date

Writes

Contract tracker row
Contract tracker row
Your team sees the signers, current status, and follow-up date or the reason sending stopped.

Update the contract's signing status

Reads

Signing notification
Signing notification
Your signing service reports the envelope ID, signing change, and time the update arrived.
Contract row
Contract row
Your contract row shows any earlier request or envelope and the signers you expect.

E-signature service

E-signature service

Your e-signature service sends agreements to the required signers and reports signing changes.

Contract tracker

Contract tracker

Your contract tracker holds provider signer details and contract rows for follow-up.

Does the envelope have no matching contract row?YesNo

Report the unknown envelope for review

Writes

Unmatched signing notice
Unmatched signing notice
Your coordinator can review a signing update whose envelope ID matches no contract row.

Is this update repeated or older than a final status?YesNo

Leave the current contract status unchanged

Update signer progress, contract status, and status date

Writes

Contract tracker row
Contract tracker row
Your team sees the signers, current status, and follow-up date or the reason sending stopped.

This Agent starts with your client's contract request. It checks provider details and sends the chosen agreement to the required signers. Your tracker then shows signing progress and a follow-up date.

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Google Forms

Used as:

Client form
Google Forms sends each contract request with client details and a submission ID.

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Typeform

Used as:

Client form
Typeform sends each contract request with client details and a submission ID.

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Airtable

Used as:

Contract tracker
Airtable holds provider signer details and contract rows for follow-up.

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Jotform

Used as:

Client form
Jotform sends each contract request with client details and a submission ID.

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monday.com

Used as:

Client form
monday.com sends each contract request with client details and a submission ID.
Contract tracker
monday.com holds provider signer details and contract rows for follow-up.
E-signature service
monday.com sends agreements to the required signers and reports signing changes.

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Zoom

Used as:

Client form
Zoom sends each contract request with client details and a submission ID.

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Tally

Used as:

Client form
Tally sends each contract request with client details and a submission ID.

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PandaDoc

Used as:

E-signature service
PandaDoc sends agreements to the required signers and reports signing changes.

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Docusign

Used as:

E-signature service
Docusign sends agreements to the required signers and reports signing changes.

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Cognito Forms

Used as:

Client form
Cognito Forms sends each contract request with client details and a submission ID.

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Fillout Forms

Used as:

Client form
Fillout Forms sends each contract request with client details and a submission ID.

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Wufoo

Used as:

Client form
Wufoo sends each contract request with client details and a submission ID.

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Ninja Forms

Used as:

Client form
Ninja Forms sends each contract request with client details and a submission ID.

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Formstack

Used as:

Client form
Formstack sends each contract request with client details and a submission ID.

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Paperform

Used as:

Client form
Paperform sends each contract request with client details and a submission ID.

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Box

Used as:

E-signature service
Box sends agreements to the required signers and reports signing changes.

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Pipefy

Used as:

Client form
Pipefy sends each contract request with client details and a submission ID.

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Ontraport

Used as:

Client form
Ontraport sends each contract request with client details and a submission ID.

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VideoAsk

Used as:

Client form
VideoAsk sends each contract request with client details and a submission ID.

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Heyflow

Used as:

Client form
Heyflow sends each contract request with client details and a submission ID.

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eSignatures

Used as:

E-signature service
eSignatures sends agreements to the required signers and reports signing changes.

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SignRequest

Used as:

E-signature service
SignRequest sends agreements to the required signers and reports signing changes.

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Jotform Enterprise

Used as:

Client form
Jotform Enterprise sends each contract request with client details and a submission ID.

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Kintone

Used as:

Contract tracker
Kintone holds provider signer details and contract rows for follow-up.

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Made for your industry

Send Client Contracts is made for businesses in these industries.

Advertising and Marketing
Send campaign agreements to client signers and flag those still unsigned.
Show all Agents for the Advertising and Marketing industry
IT Services
Send IT service agreements and track pending client signatures.
Show all Agents for the IT Services industry
Consulting
Send client engagement agreements and track pending signatures.
Show all Agents for the Consulting industry
Staffing and Recruiting
Send client staffing agreements and track who still needs to sign.
Show all Agents for the Staffing and Recruiting industry
Construction
Route project agreements to required signers and flag unsigned contracts.
Show all Agents for the Construction industry
Legal Services
Send engagement agreements and show which client signatures remain.
Show all Agents for the Legal Services industry
Accounting and Bookkeeping
Send client engagement letters and track signatures still owed.
Show all Agents for the Accounting and Bookkeeping industry
Commercial Cleaning
Send cleaning service contracts and keep unsigned accounts in view.
Show all Agents for the Commercial Cleaning industry

Made for your role

Send Client Contracts is made for people in these roles.

Operations Coordinator
Turn client contract requests into sent agreements and follow-up dates.
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Contract Administrator
Send approved agreements and keep each signing record current.
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Legal Operations Specialist
Route approved templates to signers and record signature progress.
Show all Agents for the Legal Operations Specialist role
Contract Manager
Track sent contracts and see which signers still owe a signature.
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Client Services Manager
Keep client agreements moving and see who needs a signing follow-up.
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Made for your department

Send Client Contracts is made for people in these departments.

Client Services
Send client agreements and see who still needs to sign.
Show all Agents for the Client Services department
Operations
Keep client contract requests moving from intake to signing follow-up.
Show all Agents for the Operations department
Legal
Route approved agreements and record outstanding signatures.
Show all Agents for the Legal department
Contract Management
Send the right agreement and keep signer progress in one tracker.
Show all Agents for the Contract Management department

How Send Client Contracts works

5 steps, in order, on every run.

Check the contract requestMatch provider and signer details to your roster and agreement rules. Flag missing or conflicting details for correction.
Prevent duplicate sendsFind any contract row for the same request. Keep its existing signing request instead of sending another.
Send the agreementChoose your template for the agreement and signing choice. Send it to the required client and provider signers.
Record the send and follow-upSave the signing request and send date in your contract tracker. Set a follow-up date using your chosen interval.
Update signing progressRecord each signing update in the contract row. Show outstanding signers or mark the agreement complete, declined, or voided.

How to Get Started

Connect your tools

Connect the tools you already use, such as Google Forms, Typeform or Airtable.

24 tools

Set your rules

Publish a contract request form with client name, client signer email, provider reference, agreement type, and signing choice fields; connect its submission webhook.
Choose the contract table and provider roster fields, including provider name and signer email, submission ID, envelope ID, status, sent time, and follow-up date.
Prepare approved agreement templates for each allowed agreement type and signing choice, with the required signer roles and mapped client and provider fields.
Set the allowed signing choices, the template for each choice, the number of days before follow-up, and access to send envelopes and receive signing-status webhooks.

Launch the Agent

Use safe mode to approve every result before it goes out, or let the Agent run automatically.

FAQs

Frequently asked questions about the Send Client Contracts:

Can I choose which agreement and signers to use?

Yes. You choose templates and signer roles for each agreement and signing choice. Your provider roster supplies the provider's signer details.

What happens if request details do not match?

Your contract row names the detail to fix. Your coordinator can resolve it before retrying.

How do I see who still needs to sign?

Your tracker shows the current signing status and expected signers. It keeps the send date and follow-up date for unsigned agreements.

What happens if the signature request fails to send?

Your contract row stays unsent and shows the service error. Your coordinator can fix the issue and retry.

What happens when the Agent is unsure?

It stops and asks you. The Agent does not guess when it reaches a decision you have not approved.

Can I review its work?

Yes. Every run creates a plain-language log that you can review and export. Logs are kept for twelve months.

What happens if I cancel?

The Agent stops at the end of the billing month and its tool connections are removed. Your run logs remain available for twelve months.

Works with

Works with

Industries

Industries

Roles

Roles

Departments

Departments

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