1.Detect new activity in deal filter
Integrate Pipedrive and CRM lookups to find the deal and related person for the triggered paperwork activity.
Create completed insurance application documents and email draft
Automatically monitor new paperwork activities in Pipedrive and pull the associated deal context across insurance apps. Create merged application PDFs and draft review emails so you can prep underwriting signatures without manual file assembly.
How this automation streamlines underwriting packet creation
When a new activity appears in Pipedrive, manual packet assembly can delay signature requests and stall underwriting. This automation finds the right deal and person, merges application PDFs, and creates a Gmail draftβso your team can request signatures faster.
Pipedriveor swap with your favorite app
2.Lookup email template row
Integrate Google Sheets and template management to look up the assigned template row for email sender and body.
Google Sheetsor swap with your favorite app
3.Prepare fields for merge
Integrate Formatter by Zapier and data formatting to format key dates and resolve salutation values.
Formatter by Zapieror swap with your favorite app
4.Create merged packet PDF
Integrate Formstack Documents and document routing to merge deal and person fields into a completed application packet.
Formstack Documentsor swap with your favorite app
5.Create an email draft
Integrate Gmail and email drafting tools to create a non-sent draft with the mapped body and merged PDF link.
Gmailor swap with your favorite app
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Create underwriter workbook and notify project team now
You lose underwriting context when opportunity records lack a shared workbook and link. The workflow supplies the workbook and updates CRM so underwriters can begin review same day.
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Invoke underwriting intake bot for new insurance submissions
You get webhook applicant submissions lacking structured intake, which stalls underwriting triage. The intake bot structures data and provides triage guidance within minutes.
- Apps: Pipedrive, Filter by Zapier, Gmail, Webhooks by ZapierSwap with your favorite apps.
Send underwriting review request for new deal to underwriter
Your deal activities lacking underwriting notes leave case files incomplete and delay settlement readiness. This sends a context-rich request so underwriters can add notes and update the case same day.
- Apps: Gmail, Formatter by Zapier, SlackSwap with your favorite apps.
Send vendor onboarding alerts to underwriting review channel
Your partnership request emails hide links and lack structured handoff for vendor checks. This sends underwriting reviewers an alert so teams can triage and begin verification same day.
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Explore all underwriting document management automations
Accelerate underwriting document reviews with automated file collection, request routing, and record updates
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Step 1
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Step 2
Define the trigger
Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
Step 3
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Let your workflow handle follow-ups, updates, notifications, and reporting so your team can track progress and act faster.
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Without Zapier, we would have needed well over 100 employees today just to do what we're doing. We would have been out of business by now.
David Laderberg, VP of Sales
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Marcelo Lebre, Co-Founder
Zapier helps us close far above 50% more deals than we would without it. It is a key element of our overall strategy and, therefore, of our sales pitch.
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