1.Detects new loan deal in filter
Integrate Pipedrive to detect new deals matching a configured filter and to start the request creation flow.
Create draft document request for new loan deals
Automatically monitor new loan deals matching a configured filter across Pipedrive and FileInvite. Create and update when draft document invites are created, contacts are matched, or owners are notifiedβso you can draft requests, flag deals, and email owners without manual follow-up.
How this automation drafts client document requests
When qualifying loan deals arrive in a filtered CRM view, delay can stall documentation and slow underwriting. This automation searches for the person, creates draft document invites, updates the deal, and emails the deal ownerβso your team can move paperwork forward without manual coordination.
Pipedriveor swap with your favorite app
2.Finds person by CRM ID
Integrate Pipedrive and CRM lookup tools to search the person by CRM ID and to return contact name and email details.
3.Creates contact in FileInvite
Integrate FileInvite and contact tools to create a contact using name, email, and phone when no match is found.
FileInviteor swap with your favorite app
4.Creates draft invite request
Integrate FileInvite and template tools to create an invite as a draft using the configured template and due days.
5.Updates deal and drafts email note
Integrate Pipedrive and pinned note tools to update the deal status and add a checklist note for the drafted invite.
6.Sends email to deal owner
Integrate Microsoft Outlook and email tools to send the invite draft details to the deal owner with the checklist in the body.
Microsoft Outlookor swap with your favorite app
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