1.Detects new deal property change
Integrate HubSpot to detect a new deal property change and trigger document creation for contract and certificate files.
Create participant contracts and certificates from deal records
Automatically detect document creation deal property changes across HubSpot and your Google document workspace. Create and update contracts and certificates when create-docs flag flips, course code updates, or document type fields changeβso you can generate Drive files, export PDFs, and post shareable links without manual paperwork.
How this automation generates contracts and certificates
When document creation flags are changed in a deal, delays can stall contracting and certification. This automation looks up template and course data, creates documents in Google Docs and Drive, and updates the deal with PDF linksβso your team can move forward faster.
HubSpotor swap with your favorite app
2.Retrieves deal and associated contact
Integrate HubSpot and crm data tools to retrieve the deal record and linked contact fields to map document inputs.
3.Looks up template and course data
Integrate Google Sheets and lookup systems to find the template row and course metadata to build document variables.
Google Sheetsor swap with your favorite app
4.Finds or creates deal folder
Integrate Google Drive and folder tools to locate or create a deal-scoped folder and store generated files.
Google Driveor swap with your favorite app
5.Creates documents from template
Integrate Google Docs and template automation to create contract and certificate files from templates and export PDFs.
Google Docsor swap with your favorite app
6.Creates note and clears create-docs flag
Integrate HubSpot and engagement notes to post PDF links, associate to contacts, and clear the create-docs flag.
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