Freshsales Contracts & E-Signature

Make

A Freshsales workflow starts the contract the moment the deal is won.

1. In DocsAutomator, build an automation around your sales contract and switch on signing. The deal's contact signs, so map their email to a placeholder such as {{contact_email}}.
2. In Make, start the scenario with the Freshsales module "Watch New Events" and copy its webhook address.
3. In Freshsales, create a workflow on Deals that runs when a record is created or updated, with the condition Deal stage is Won. Add the action "Trigger webhooks" with the address from Make.
4. Add the DocsAutomator module that creates the document and fill the placeholders from the deal and contact fields.

Workflows that act on a record start on the Freshsales Growth plan.

Zapier

Zapier checks for updated deals and lets only the won ones through.

1. In Zapier, use the Freshsales Suite trigger "Deal Updated".
2. Add a filter so that only deals in the Won stage continue.
3. Add the DocsAutomator action "Create Document" and map the deal and contact fields to the placeholders.

Filters need a paid Zapier plan. The trigger checks Freshsales at intervals, so the contract starts at the next check. Use the Freshsales Suite app: the older Freshsales Classic app has no "Deal Updated" trigger.

n8n

The Freshsales workflow can call n8n instead of Make.

1. n8n has no Freshsales trigger. Start with a Webhook node, and point the Freshsales workflow's "Trigger webhooks" action at its address.
2. Read the deal with the Freshworks CRM node if the webhook doesn't carry every field you need.
3. Add the DocsAutomator node with the operation Document, Create, and map the fields to the placeholders.