# Send contracts when CRM deals close: n8n workflow template

> Started by another system calling it, and works across Email. 5 steps: small enough to read in one sitting and change without fear.

Source: https://millionrounds.com/workflow/send-contracts-when-crm-deals-close (Millionrounds; every figure on the page links to its filing or article)

[Automation library](https://millionrounds.com/workflows) · [CRM](https://millionrounds.com/workflows?category=CRM#library)

# Send contracts when CRM deals close

Started by another system calling it, and works across Email. 5 steps: small enough to read in one sitting and change without fear.

Small

[Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-contracts-when-crm-deals-close)

**5 steps** Small: readable in one sitting

**0** Branches: places the flow splits

**0** Loops or waits

**1** Service it connects to

## The flow

Starts it 2 Service 3

The steps in the order they run, from what starts it.

- 1 **Deal Closed Webhook** Webhook *Starts it*
- 2 **Contract Completed Trigger** Visi Sign trigger *Starts it*
- 3 **Send Contract via VisiSign** Visi Sign *Service*
- 4 **Update CRM Deal Status** Http Request *Service*
- 5 **Notify Sales Team** Email Send *Service*

## How it's built

- **Starts on:** Another system calling it
- **Steps:** 5
- **Size:** Small: readable in one sitting
- **Connects to:** Email
- **Model:** None. This is plumbing, not judgement

## Questions

What does it need to run?

An n8n account, plus your own Email account. You connect your own accounts after importing it; none are included.

What starts it?

It starts on another system calling it.

Does it use AI?

No. Every step is fixed logic or a call to a service, so it does the same thing every time.

How long does it take to set up?

Not long. At 5 steps it can be read in one sitting and changed without fear.

How do I import it?

Copy the workflow, open a new workflow in n8n and paste. The steps appear on the canvas, ready for your own accounts.

**Before you run it**

Nothing here has been tested by us. It is somebody's working automation, read and described from its own steps. Treat the connections it wants as a list of accounts it will touch, and read the 5 steps before you point it at anything that matters.

## Run it in n8n

- **Create your n8n account** Free to start. n8n is where the workflow runs. [Create an n8n account ↗](https://millionrounds.com/n8n)
- **Download the workflow** Free with a Millionrounds account. [Download free](https://millionrounds.com/login?next=%2Fapp%2Fworkflow%2Fsend-contracts-when-crm-deals-close)
- **Paste it into n8n** Open a new workflow in n8n and paste. Then connect your own accounts.

Stored with the author's traces removed: canvas notes, instance identifiers, saved credential names and any live document they had left behind.

## Connects to

Each opens the other workflows that use it.

[Email](https://millionrounds.com/workflows?service=Email#library)

## Workflows like it

Also crm, with the same services where possible, closest in size first.

- [**Enterprise AI sales forecast & CRM integrator with OpenAI** 5 steps · calls a model · Email, Google Sheets](https://millionrounds.com/workflow/enterprise-ai-sales-forecast-and-crm-integrator-with-openai)
- [**Generate daily sales reports from Google Sheets** 6 steps · Email, Google Sheets](https://millionrounds.com/workflow/generate-daily-sales-reports-from-google-sheets)
- [**YouTube to WhatsApp sales automation with FluentCRM and Whinta** 6 steps · Email, Google Sheets](https://millionrounds.com/workflow/youtube-to-whatsapp-sales-automation-with-fluentcrm-and-whin)
- [**Automate digital product delivery & sales tracking with Stripe** 7 steps · Email, Notion](https://millionrounds.com/workflow/automate-digital-product-delivery-and-sales-tracking-with-st)
- [**Send daily sales summary emails with Odoo and SMTP** 7 steps · Email](https://millionrounds.com/workflow/send-daily-sales-summary-emails-with-odoo-and-smtp)
- [**Custom deal recommendations by email with Bright Data** 8 steps · calls a model · Email](https://millionrounds.com/workflow/custom-deal-recommendations-by-email-with-bright-data)