Close + Oneflow
Create Oneflow contracts and notes in Close for new updates to opportunity statuses in Close CRM
This Zap streamlines the creation of a Oneflow contract when the status of an opportunity is updated in Close CRM. The primary contact of the opportunity will be automatically added as a participant to the contract. Further, the Close CRM user will be notified via a note, once the contract is created, saving you from tedious manual updates.
This Zap streamlines the creation of a Oneflow contract when the status of an opportunity is updated in Close CRM. The primary contact of the opportunity will be automatically added as a participant to the contract. Further, the Close CRM user will be notified via a note, once the contract is created, saving you from tedious manual updates.
- When this happens...New Opportunity in Status
Triggers when an opportunity enters a new status. Optionally trigger when an opportunity is created in a status.
- automatically do this...Find Contact
Finds an existing contact.
- then do this...Create Contract
Create a new Oneflow contract
- then do this...Add Participant
Add a new participant to a Oneflow contract
- then do this!Create Note
Creates a new note.
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