- Data Automation
- Record Update
- Auto-update database record
Update a record in a database when a deal reaches a specific stage
This automation automatically updates database records when a deal advances to a designated stage, ensuring your data reflects the latest sales progress without manual edits. By triggering on stage changes, it keeps your records accurate, reduces administrative overhead, and eliminates data entry errors. The result is real-time visibility into deal statuses, enabling faster decision-making and streamlined workflows.
Filter by common apps:
TidyCal
Google Sheets
HubSpot
Filter by Zapier
Airtable
eSignatures
Filevine
PandaDoc
Slack
Pipedrive
Notion
Attio
BookingKoala
- Update spreadsheet with new booking details from TidyCal
- Update Airtable record when HubSpot deal property changes
Update Airtable record when HubSpot deal property changes
- Update Airtable record and upload signed contract in eSignatures
Update Airtable record and upload signed contract in eSignatures
- Capture case details in Airtable when a new event occurs in Filevine
Capture case details in Airtable when a new event occurs in Filevine
- Update Airtable record and notify Slack channel when PandaDoc contract is signed
Update Airtable record and notify Slack channel when PandaDoc contract is signed
- Update project records in Notion when a deal is won in Pipedrive
Update project records in Notion when a deal is won in Pipedrive
- Update deal renewal date in Attio when HubSpot deal changes
Update deal renewal date in Attio when HubSpot deal changes
- Update Airtable record when BookingKoala booking is charged
Update Airtable record when BookingKoala booking is charged
- Update Notion database with new deal stage information from Attio
Update Notion database with new deal stage information from Attio