From signed contract to project running, automatically.

What it does

Signature to project go-live.

1. 1
   Signed Document Webhook

   DocuSign Connect or PandaDoc webhook fires here when a recipient finishes signing. Configure the event in your e-sign tool's webhook settings.
2. 2
   Parse Contract Data

   Pulls client name, email, deal value, project name, and timestamp out of the webhook payload. Falls back to sample values so the template runs out of the box.
3. 3
   Create CRM Deal

   POSTs to HubSpot to create or update a deal at the closed-won stage with the signed amount and close date. Same pattern works for Salesforce, Pipedrive, Close. swap URL and auth.
4. 4
   Create PM Project

   Creates the project in Asana with a name like 'Project Name. Client'. ClickUp, Monday, Notion, Linear all use the same structure. swap URL.
5. 5
   Draft Kickoff Email — OpenAI

   Generates a warm, specific kickoff email referencing the project, with three concrete next-step bullets and a sign-off in your voice.
6. 6
   Send Kickoff Email — Gmail

   Sends the drafted email to the client from your Gmail. Outlook node works the same way.
7. 7
   Notify Team — Slack

   Posts a confirmation to the team channel: 'Signed: [client]. [project] (amount). CRM updated, project created, kickoff sent.'

Use it in your business

Vertical-specific framing