1.Detect LOI approval field updates
Integrate Salesforce and CRM triggers to detect LOI approval updates on opportunities to trigger contract intake logging.
Create contract approval log entry for project control team
Automatically monitors LOI approval field updates across Salesforce and contract-tracking in Smartsheet. Create and format a contract intake log row when approval is set to true so you can capture opportunity details, map owners and accounts, and log it without manual paperwork.
How this automation protects your contract intake
When the LOI approval field changes on an opportunity, delays can break contract tracking and downstream visibility. This automation monitors the Salesforce update and finds owner and account records, formats the key dates, and adds a single Smartsheet log rowβso your team can stay audit-ready without chasing updates.
Salesforceor swap with your favorite app
2.Find user record for opportunity owner
Integrate Salesforce and data lookup tools to find the opportunity owner user record to map owner contact fields.
3.Find account record for billing account
Integrate Salesforce and account matching tools to find the billing account record to map account summary fields.
4.Format installation and contract dates
Integrate Formatter by Zapier and date formatting tools to transform contract dates into MM/DD/YY to keep rows consistent.
Formatter by Zapieror swap with your favorite app
5.Add contract intake row to tracking
Integrate Smartsheet and spreadsheet tracking to add a new row to your worksheet to log contract approval details.
Smartsheetor swap with your favorite app
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Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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