1.Detect deal stage change to contract stage
Integrate HubSpot and analytics tools to use the deal object from the stage change as the source of values to map contract fields.
Create client contract PDF when deal reaches contract stage
Automatically watch deal stage changes across HubSpot and map deal data into shareable contract PDFs. Create and attach when deals reach the contract stage or contract fields update or document merges completeβso you can generate PDFs, attach them to deals, and keep signing moving without manual drafting.
How this automation accelerates contract delivery
When deal stage changes get missed, contract documents stall and signing timelines slip. This automation uses HubSpot to source deal data, formats fields, creates the merged PDF, and attaches it back to the dealβso your team can move faster.
HubSpotor swap with your favorite app
2.Format contract dates and currency
Integrate Formatter by Zapier and data formatting tools to format date fields and numeric values as currency for contract outputs.
Formatter by Zapieror swap with your favorite app
3.Create merged contract document
Integrate Formstack Documents and document merge tools to create a document merge by mapping fields, formatted dates, and currency.
Formstack Documentsor swap with your favorite app
4.Attach PDF or log internal note
Integrate HubSpot and deal activity tools to attach the generated PDF or add an internal note for quick account team access.
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Organize contract records faster with automated document filing, version tracking, and repository updates
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Step 1
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Choose the events that should start your workflow, like a new submission, updated record, completed task, or customer action.
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