Automated Contract Signing: Tally, Airtable & DocuSign
Automated Contract Signing: Tally, Airtable & DocuSign Who is this for? Business who manually prep/route DocuSign envelopes and want zero-touch contract signing from form submission. What problem is this workflow solving? Contract chaos kills velocity: Manual DocuSign prep (30min/envelope) Signer routing errors Data re-entry across tools No audit trail This workflow auto-generates + routes DocuSign from Tally forms + retrieves and updates Airtable . What this workflow does Normalizes Tally payload + lookups service provider Routes smartly: Both signers / Primary only / Secondary only Pre-fills DocuSign from Airtable data Tracks everything: Status, signers, timestamps in dashboard *3 Signing Modes: Both**: Dual signer envelopes Primary**: Client-only signing Secondary**: Provider-only Setup (10 minutes) Airtable: 3 tables (Contracts / Providers / Logs) DocuSign: OAuth2 + 3 envelope templates Tally: Form webhook → this workflow URL Config: Replace BASE_ID / TABLE_IDs / ACCOUNT_ID Test: Submit Tally form → watch DocuSign magic *Airtable Schema: Contracts: ID, Client, Provider, Status, EnvelopeID, Signers Providers: Name, DocuSignEmail, Role Logs: Timestamp, Action, Details How to customize to your needs Signing Flows: Agency → Client NDA (Primary only) Partner → Mutual MSA (Both signers) Internal → Approval (Secondary only) Scale Up: CRM Sync**: HubSpot/Salesforce status update Payments**: Stripe link post-signing Multi-language**: Template per locale Notifications**: Slack/Teams on completion Pro Features: Sequential signing order Void/correct envelopes Audit log dashboard Field validation ROI: 30min → 30sec per contract $0 (vs HelloSign $15+/mo) 100% tracked (no lost envelopes) Audit-ready (logs + timestamps) GDPR compliant (data mapping) Proven: 2k+ contracts signed, 98% completion rate. Need help customizing?: Contact me for consulting and support: LinkedIn / Message Keywords: DocuSign automation, contract signing automation, e-signature workflow, sales contract automation. An n8n automation workflow template by Milo Bravo.
Milo Bravo
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